Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,260 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,604 |
9 funds of $250K or more; 24 lines in all, holding $9.6M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.0M | 52.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 18.8% |
| Mgl LG Cap GR R6 Manager not matched · Mutual fund | $570K | 6.0% |
| Stable Value Fund Manager not matched · Insurance contract | $299K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $249K | 2.6% |
| Col Dividend Inc I3 Manager not matched · Mutual fund | $236K | 2.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $215K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $188K | 2.0% |
| EV High Income Opp I Manager not matched · Mutual fund | $173K | 1.8% |
| Calvert Equity Fund Class I Morgan Stanley · Mutual fund | $172K | 1.8% |
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.
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.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.