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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,719 |
KESTRA FINANCIAL1 year Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,779 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,682 |
16 funds of $250K or more; 26 lines in all, holding $12.8M of the plan's $12.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.2M | 40.4% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $3.3M | 25.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $676K | 5.3% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $630K | 4.9% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $517K | 4.1% |
| MetLife Stable Value Solutions Fund II MetLife · Stable value Stable value | $396K | 3.1% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $370K | 2.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $347K | 2.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $277K | 2.2% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $234K | 1.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.