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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,115 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,678 |
20 funds hold $17.3M of the plan's $18.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.7M | 38.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 14.1% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $1.3M | 7.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.0M | 5.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 5.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $631K | 3.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $585K | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $567K | 3.3% |
| AB Sm Cap Grth Adv AllianceBernstein · Other | $461K | 2.7% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $432K | 2.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.