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| Provider | Service type | Compensation |
|---|---|---|
CAH ADVISORS LLC1+ years Service code 27 · EIN 87-1654179 | Advisory (Plan) | $11,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,590 |
7 funds of $250K or more; 22 lines in all, holding $9.1M of the plan's $9.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 24.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 15.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 11.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $886K | 9.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $735K | 8.0% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $635K | 7.0% |
| similar party value Manager not matched · Other | $417K | 4.6% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $414K | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $186K | 2.0% |
| High Income Fund R6 Class American Century · Mutual fund | $176K | 1.9% |
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.
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.