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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $51,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,244 |
16 funds hold $23.1M of the plan's $23.5M. 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 | $16.9M | 73.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 10.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $987K | 4.3% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $625K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $538K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $512K | 2.2% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $221K | 1.0% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $203K | 0.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $199K | 0.9% |
| Harbour Small Cap Value Retirement Manager not matched · Other | $192K | 0.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.