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| Provider | Service type | Compensation |
|---|---|---|
SMITH, GAMBRELL & RUSSELL, LLP10+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 50 NORTH LAURA STREET, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $79,295 |
Service code 13 · EIN 99-0940151 1 INDEPENDENT DRIVE 24TH FLOOR · FLEMING ISLAND, FL 32006 | Contract Administrator | $48,000 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 5000 SAWGRASS CIRCLE ST 3 · PONDRA VEDRA, FL 32082 | Investment Management | $39,969 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUIT · RALEIGH, NC 27609 | Advisory (Plan) | $33,750 |
STEVEN D EISENBERG CPA PA10+ years Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE · BOCA RATON, FL 33487 | Accounting | $26,008 |
5 funds of $250K or more; 16 lines in all, holding $18.8M of the plan's $42.3M. From the 2025 filing. Recordkeeper: MY Benefits Administrator.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.1M | 64.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 27.6% |
| Short-term reserves Manager not matched · Other | $396K | 2.1% |
| Goldman Sachs 347 Goldman Sachs · Mutual fund | $305K | 1.6% |
| JPMorgan Chase Variable JPMorgan · Mutual fund | $296K | 1.6% |
| Intuit Manager not matched · Other | $203K | 1.1% |
| Nxp Semiconductors N V F Manager not matched · Other | $172K | 0.9% |
| May 1, 2024 to 2025 Manager not matched · Other | $39K | 0.2% |
| Administrative fees and costs Manager not matched · Other | $37K | 0.2% |
| Educational conference and meetings Manager not matched · Other | $15K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.