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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $146,766 |
NATIONWIDE1+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $84,190 |
FIDUCIARY WISE, LLC1+ years Service code 15 · EIN 81-3799174 2487 S GILBERT · GILBERT, AZ 85295 | Recordkeeping | $12,375 |
IFAM CAPITAL1+ years Service code 15 2133 SOUTH TIMBERLINE RD STE 120 · FORT COLLINS, CO 80525 | Recordkeeping | $10,956 |
COUNSEL TRUST COMPANY1+ years Service code 15 307 LEADER HEIGHTS RD · YORK, PA 17402 | Recordkeeping | $10,387 |
KOVITZ INVESTMENT GROUP1+ years Filed as: KOVITZ INVESTMENT GROUP, LLC Service code 15 · EIN 47-5657416 DBA IFAM CAPITAL 2133 S TIMBERLINE · FORT COLLINS, CO 80525 | Recordkeeping | $6,429 |
2 funds of $250K or more; 26 lines in all, holding $1.3M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $493K | 39.0% |
| Flex Focus Aggressive Retirement Fund Manager not matched · Mutual fund | $264K | 20.9% |
| Flex Focus Moderate Retirement Fund Manager not matched · Mutual fund | $180K | 14.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $82K | 6.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $61K | 4.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $25K | 2.0% |
| Flex Focus Conservative 2045 Manager not matched · Mutual fund | $17K | 1.3% |
| Flex Focus Aggressive 2055 Manager not matched · Mutual fund | $13K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.