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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,041 |
18 funds of $250K or more; 13 lines in all, holding $36.7M of the plan's $38.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $24.3M | 66.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.5M | 17.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 4.0% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $818K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $792K | 2.2% |
| BlackRock iShares US Aggregate Bond Index Fund Mutual fund BlackRock · Mutual fund Index | $592K | 1.6% |
| American Funds Income Fund of America Fund: Class Ré Capital Group · Mutual fund | $529K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $210K | 0.6% |
| Fidelity Short-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $133K | 0.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.