Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $56,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,798 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,850 |
8 funds of $250K or more; 16 lines in all, holding $6.3M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $3.6M | 56.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 20.6% |
| Fidelity Managed Income Portfolio Class II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $372K | 5.9% |
| American Funds Taregt Date 2065 R6 Capital Group · Mutual fund | $336K | 5.3% |
| Pioneer Fundamental Growth Fund: Class Y Victory Capital · Mutual fund | $229K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $199K | 3.1% |
| BNY Mellon International Stock Fund Class I BNY · Mutual fund | $104K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $89K | 1.4% |
| Undiscovered Managers Behavioural Value Fund Class R6 JPMorgan · Mutual fund | $43K | 0.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $25K | 0.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.