Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,554 |
MORGAN STANLEY SMITH BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $37,315 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,860 |
12 funds of $250K or more; 25 lines in all, holding $18.6M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 13 vintages | $16.1M | 86.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 7.3% |
| Putnam Core Equity Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $461K | 2.5% |
| American Balanced R4 Capital Group · Other | $271K | 1.5% |
| AF Amer Mutual R4 Manager not matched · Other | $66K | 0.4% |
| American Amcap R4 Capital Group · Other | $50K | 0.3% |
| Invs Divrs Dividnd A Manager not matched · Other | $48K | 0.3% |
| Blkrk Equity DIV A Manager not matched · Other | $45K | 0.2% |
| Invs EQL WT S&P500 A Manager not matched · Other | $42K | 0.2% |
| Invs SP MLP Alpha A Manager not matched · Other | $41K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.