Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 28 · EIN 87-0364490 | Investment Management | $12,106 |
28 funds hold $1.6M of the plan's $1.7M. From the 2024 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| at Fair Value Fidelity International Index Fidelity (FMR) · Mutual fund Index | $190K | 11.8% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $159K | 9.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $145K | 9.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $122K | 7.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $110K | 6.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $85K | 5.3% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $78K | 4.9% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $76K | 4.7% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $73K | 4.5% |
| at Fair Value Federated Hermes Govt Obl Select Federated Hermes · Money market | $69K | 4.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.