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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL ADVISORS LLC5 years Service code 27 · EIN 46-1803145 | Advisory (Plan) | $49,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,538 |
13 funds of $250K or more; 9 lines in all, holding $20.0M of the plan's $20.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $15.7M | 78.6% |
| or Similar Party Par or Maturity Value Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 9.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $336K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $266K | 1.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $111K | 0.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 0.5% |
| US Money Market Class I Manager not matched · Money market | $50K | 0.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.