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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $8,894 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,088 |
4 funds of $250K or more; 24 lines in all, holding $3.4M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.9M | 55.2% |
| Fidelity Fkln Rising Divs A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $339K | 9.9% |
| Fidelity FA Growth Opps A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $200K | 5.8% |
| Fidelity COL Dividend OPP A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $109K | 3.2% |
| Fidelity FA Equity Income A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $109K | 3.2% |
| Fidelity J H Venture S Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $107K | 3.1% |
| Fidelity CBA Growth A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $83K | 2.4% |
| AB Disc Grth A AllianceBernstein · Mutual fund Possible retail class A | $76K | 2.2% |
| Fidelity FA Small CAP A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $66K | 1.9% |
| Fidelity Putn Focused EQ A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $65K | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.