Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $77,596 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,055 |
22 funds of $250K or more; 19 lines in all, holding $29.7M of the plan's $30.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 12 vintages | $12.0M | 40.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.0M | 16.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 12.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.4M | 4.9% |
| Fidelity Advisor Stable Value Portfolio: Class III Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $1.2M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $948K | 3.2% |
| Bond Fund OF America Capital Group · Mutual fund | $921K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $851K | 2.9% |
| Neuberger Large Cap Value Fund Neuberger Berman · Mutual fund | $828K | 2.8% |
| Franklin Templeton Investments ClearBridge Select Mutual Fund Franklin Templeton · Mutual fund | $827K | 2.8% |
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds Target Date (mutual fund) to American Funds Target Date 2030 Trust | $13.1M to $12.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.