Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $43,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,869 |
16 funds of $250K or more; 15 lines in all, holding $42.3M of the plan's $42.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $32.3M | 76.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 10.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 3.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $860K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $718K | 1.7% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $617K | 1.5% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $465K | 1.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $395K | 0.9% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $179K | 0.4% |
| Janus Henderson Balanced Fund Class T Janus Henderson · Mutual fund Possible retail class T | $168K | 0.4% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighNeuberger Large Cap Value Fund Institutional Class to Putnam Large Cap Value Trust | $539K to $617K |
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.
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.