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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GIULIANO, MILLER & COMPANY Service code 38 · EIN 22-3327698 | Participant Communication | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,453 |
ROSE SNYDER & JACOBS1 year Filed as: ROSE, SNYDER & JACOBS LLP Service code 10 · EIN 45-4095250 | Accounting | $16,500 |
MMA SECURITIES LLC1 year Service code 27 · EIN 36-2668272 | Advisory (Plan) | $7,218 |
8 funds of $250K or more; 20 lines in all, holding $7.3M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $4.7M | 63.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $917K | 12.5% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund Index | $735K | 10.0% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Mutual fund Index | $232K | 3.2% |
| Morley Stable Value Fund Principal · Stable value Stable value | $207K | 2.8% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Mutual fund Index | $117K | 1.6% |
| International Equity Index Fund Institutional Class Principal · Mutual fund Index | $106K | 1.4% |
| American Funds Small/Mid Cap Value Fund R6 Capital Group · Mutual fund | $80K | 1.1% |
| American Funds Core Bond Fund R-6 Capital Group · Mutual fund | $68K | 0.9% |
| MFS Equity Income Fund R6 MFS (Sun Life) · Mutual fund | $54K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.