Filings through .
Filed October 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,968 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $64,781 |
17 funds hold $35.9M of the plan's $36.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $28.0M | 78.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 11.3% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $933K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $536K | 1.5% |
| Putnam Large Cap Value Fund R1 Franklin Templeton · Collective trust | $444K | 1.2% |
| Fidelity Worldwide Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $419K | 1.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $406K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $361K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $327K | 0.9% |
| Great Gray Small Cap Value III Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $95K | 0.3% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAB Relative Value Fund Advisor Mutual fund to Putnam Large Cap Value Fund R1 | $284K to $444K |
| AddedFidelity Large Cap Growth Index Fund | $406K |
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 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.