Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,506 |
AUSDAL FINANCIAL PARTNERS INC5+ years Service code 55 · EIN 42-1129623 | Other Commissions | $50,177 |
12 funds of $250K or more; 19 lines in all, holding $25.3M of the plan's $25.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.1M | 67.6% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 16.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $895K | 3.5% |
| American Funds American Mutual Fund R4 Capital Group · Mutual fund | $707K | 2.8% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $651K | 2.6% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $369K | 1.5% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $369K | 1.5% |
| iShares Russell 2000 Small-Cap Index Fund BlackRock · ETF Index | $228K | 0.9% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $212K | 0.8% |
| Fidelity Advisor Total Bond Fund - Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $188K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.