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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,339 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,138 |
8 funds of $250K or more; 15 lines in all, holding $7.2M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.8M | 79.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 15.4% |
| Pioneer Fdmtl Grth Y Victory Capital · Other | $110K | 1.5% |
| Stable Value Collective Trust Fidelity Management Trust Company Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $90K | 1.2% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $32K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30K | 0.4% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $26K | 0.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $24K | 0.3% |
| American Funds Europac Growth R6 Capital Group · Mutual fund | $11K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9K | 0.1% |
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.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.