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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 1055 WESTLAKES DR #130 · BERWYN, PA 19312 | Advisory (Plan) | $16,003 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 13-3038464 | Contract Administrator | $12,395 |
5 funds of $250K or more; 18 lines in all, holding $3.7M of the plan's $3.8M. From the 2025 filing. Recordkeeper: PCS Retirement.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.2M | 59.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $494K | 13.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $352K | 9.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $129K | 3.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $128K | 3.5% |
| Invesco Short Term Inv GOV&Agcy Instl Invesco · Mutual fund | $68K | 1.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $67K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 1.3% |
| BlackRock Advantage Small Cap Core Fund (Investor) BlackRock · Mutual fund | $43K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $35K | 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.
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.