Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT FINANCIAL LLC Service code 27 · EIN 37-1895248 | Advisory (Plan) | $72,749 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $45,201 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $25,625 |
19 funds of $250K or more; 36 lines in all, holding $33.1M of the plan's $33.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.5M | 55.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 21.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $997K | 3.0% |
| American Funds Capital Group · Mutual fund | $949K | 2.9% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $851K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $663K | 2.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $536K | 1.6% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $518K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $515K | 1.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $361K | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds | $949K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
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.