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| Provider | Service type | Compensation |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $14,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,661 |
12 funds of $250K or more; 15 lines in all, holding $10.4M of the plan's $10.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.4M | 71.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $704K | 6.8% |
| Fidelity Contra Fund Class K (i) Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $588K | 5.7% |
| PIMCO Income Institutional Fund I PIMCO (Allianz) · Mutual fund | $341K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $306K | 3.0% |
| Stable Value Collective Trust Fund Putnam Fiduciary Trust Co. Franklin Templeton · Stable value Stable value | $243K | 2.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $229K | 2.2% |
| DFA Global Equity Institutional Class (i) Dimensional · Mutual fund | $153K | 1.5% |
| AF Europac Growth R6 Capital Group · Mutual fund | $128K | 1.2% |
| JPMorgan Small Cap Equity R5 (i) JPMorgan · Mutual fund | $76K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.