Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,618 |
12 funds of $250K or more; 18 lines in all, holding $8.5M of the plan's $8.7M. From the 2025 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: SSgA Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $5.5M | 64.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 12.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $386K | 4.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $380K | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $343K | 4.0% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $222K | 2.6% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $97K | 1.1% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $80K | 0.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $66K | 0.8% |
| Invesco Discovery Mid Cap Growth Fund Class R6 Invesco · Mutual fund | $55K | 0.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.