Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FISHER RETIREMENT SOLUTIONS Service code 26 · EIN 99-2188878 | Advisory (Participants) | $26,916 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,261 |
12 funds of $250K or more; 19 lines in all, holding $16.1M of the plan's $16.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vang Growth IDX ADM Vanguard · Other Index | $5.3M | 32.7% |
| Participant-Directed Funds: Management Trust Company Vanguard Govt Vanguard · Collective trust | $2.0M | 12.6% |
| Blkrk LP IDX 2040 K Manager not matched · Other Index | $1.7M | 10.6% |
| Vang Midcap IDX ADM Vanguard · Other Index | $1.5M | 9.6% |
| Blkrk LP IDX 2035 K Manager not matched · Other Index | $972K | 6.0% |
| Blkrk LP IDX 2030 K Manager not matched · Other Index | $856K | 5.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $745K | 4.6% |
| Blkrk LP IDX Rtmt K Manager not matched · Other Index | $604K | 3.7% |
| Blkrk LP IDX 2050 K Manager not matched · Other Index | $603K | 3.7% |
| Vang DEV MKT IDX ADM Vanguard · Other Index | $469K | 2.9% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Freedom 2040 Fund Class K | $4.1M |
| ReplacedHighParticipant-Directed Funds: Management Trust Company Fidelity Govt to Participant-Directed Funds: Management Trust Company Vanguard Govt | $1.9M to $2.0M |
| DroppedFidelity OTC Portfolio | $1.2M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.