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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,443 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,155 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $15,966 |
21 funds of $250K or more; 22 lines in all, holding $19.1M of the plan's $19.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.5M | 28.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.4M | 17.6% |
| American Funds Balanced Fund Registered investment company Capital Group · Mutual fund | $1.7M | 8.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable value | $1.0M | 5.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $938K | 4.9% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $650K | 3.4% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $649K | 3.4% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $635K | 3.3% |
| Franklin Templeton Intl Value Franklin Templeton · Mutual fund | $553K | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.