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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $230,492 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $129,597 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,389 |
30 funds of $250K or more; 25 lines in all, holding $186M of the plan's $188M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $122M | 65.4% |
| Vanguard Index Admiral N/R Vanguard · Mutual fund Index | $25.7M | 13.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $10.3M | 5.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 1.4% |
| Vanguard Intermediate-Term Bond Index N/R Vanguard · Mutual fund Index | $2.2M | 1.2% |
| BlackRock Sustainable Aware Advantage Large Cap Core Fund (R) BlackRock · Mutual fund | $2.2M | 1.2% |
| International Growth Fund N/R MFS (Sun Life) · Collective trust | $2.1M | 1.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 1.1% |
| Macquarie Mid Cap Growth R6 N/R Macquarie / Nomura · Mutual fund | $2.0M | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.