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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,992 |
MONETA GROUP LLC3 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $48,695 |
20 funds of $250K or more; 23 lines in all, holding $39.0M of the plan's $39.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Schwab Indexed Retirement, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 12 vintages | $29.0M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 7.1% |
| Retirement Advocate Moderate Fund Manager not matched · Collective trust | $1.6M | 4.1% |
| Retirement Advocate Moderately Aggressive Fund Collective trust Manager not matched · Collective trust | $1.3M | 3.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.0M | 2.6% |
| Galliard Stable Return Fund C Allspring · Collective trust | $625K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $621K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $363K | 0.9% |
| Retirement Advocate Aggressive Fund Manager not matched · Collective trust | $348K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $345K | 0.9% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.