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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $45,626 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,036 |
BMSS ADVISORS & CPAS1 year Filed as: BMSS ADVISRS & CPAS Service code 10 · EIN 46-1498870 806 NORTH SECTION STREET · FAIRHOPE, AL 36532 | Accounting | $9,355 |
22 funds of $250K or more; 16 lines in all, holding $24.4M of the plan's $24.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.7M | 72.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 6.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 5.1% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $472K | 1.9% |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $430K | 1.8% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $386K | 1.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $367K | 1.5% |
| Column c Column e Borrower, Lessor, or Manager not matched · Other | $341K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $332K | 1.4% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $304K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.