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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY BENEFITS GROUP, INC.1+ years Filed as: FIDUCIARY BENEFITS GROUP INC Service code 24 4660 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Discretionary Trustee | $12,170 |
10 funds of $250K or more; 19 lines in all, holding $12.2M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 39.2% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $2.0M | 16.8% |
| State St S&P Midcap Indx SL Cl XIV Manager not matched · Collective trust Index | $903K | 7.4% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $842K | 6.9% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $736K | 6.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $681K | 5.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $501K | 4.1% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $501K | 4.1% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $398K | 3.3% |
| Columbia Small Cap Value and Inflection Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $304K | 2.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.