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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLUS2 years Service code 99 · EIN 61-1104063 | Other Fees | $2,642 |
Filed as: ASSUREDPARTNERS CAPITAL, INC. Service code 99 · EIN 45-2712335 | Other Fees | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $0 |
6 funds of $250K or more; 36 lines in all, holding $6.2M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.7M | 27.2% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $623K | 10.1% |
| Fidelity Advisor Value Fund Class Z Fidelity (FMR) · Mutual fund | $497K | 8.1% |
| American Funds Strat Bnd Fd R6 Capital Group · Mutual fund | $451K | 7.3% |
| MyCompass Amer Fds 2040 Fd R Manager not matched · Mutual fund | $375K | 6.1% |
| MyCompass Amer Fds 2050 Fd R Manager not matched · Mutual fund | $327K | 5.3% |
| MyCompass Amer Fds 2030 Fd R Manager not matched · Mutual fund | $216K | 3.5% |
| BNY Mellon Intl Stock Fnd Y BNY · Mutual fund | $202K | 3.3% |
| Vangrd Dev Mkts Index Fd Adm Manager not matched · Mutual fund Index | $199K | 3.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $187K | 3.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.