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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,509 |
FAIRCOURT PARTNERS, LLC2 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $34,037 |
20 funds of $250K or more; 21 lines in all, holding $18.8M of the plan's $19.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $7.6M | 40.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 12.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.2M | 12.0% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $950K | 5.1% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $906K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $834K | 4.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $547K | 2.9% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $506K | 2.7% |
| Par, or Maturity Value Cost Value Mutual Funds Ame Manager not matched · Mutual fund | $476K | 2.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $400K | 2.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.