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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK11+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $55,637 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,594 |
23 funds of $250K or more; 19 lines in all, holding $30.7M of the plan's $30.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.0M | 35.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.1M | 20.0% |
| e) Current Fidelity Government Money Market Fund K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2.3M | 7.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 7.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.3M | 4.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 4.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $987K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $899K | 2.9% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $762K | 2.5% |
| Vanguard Energy Index Fund Admiral Shares Vanguard · Mutual fund Index | $714K | 2.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.