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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $51,852 |
PENSION ASSURANCE LLP1 year Service code 99 5126 CLARETON DRIVE · AGOURA HILLS, CA 91301 | Other Fees | $10,000 |
MMA SECURITIES LLC2+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $0 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $0 |
6 funds of $250K or more; 17 lines in all, holding $5.7M of the plan's $14.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 47.6% |
| iShares MSCI EAFE Index Fnd K BlackRock · ETF Index | $828K | 14.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $669K | 11.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Manager not matched · Mutual fund Index | $324K | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Manager not matched · Mutual fund Index | $323K | 5.6% |
| New World Fund (R6) Capital Group · Mutual fund | $266K | 4.6% |
| Vangrd Equity Income Fund Adm Manager not matched · Mutual fund | $212K | 3.7% |
| Cohen & Steers US Realty Fund Class P Cohen & Steers · Collective trust | $117K | 2.0% |
| Victory Core Pl Inter Bnd R6 Victory Capital · Mutual fund | $82K | 1.4% |
| JPMorgan Small Cap Blend Fund Class R6 JPMorgan · Mutual fund | $71K | 1.2% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.