Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,167 |
LEGACY 401K PARTNERS LLC2+ years Service code 27 · EIN 46-3938291 | Advisory (Plan) | $38,347 |
10 funds of $250K or more; 20 lines in all, holding $14.9M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $10.2M | 68.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 16.5% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $529K | 3.5% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $418K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $230K | 1.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $163K | 1.1% |
| Putn LG Cap Val R6 Manager not matched · Mutual fund | $163K | 1.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $144K | 1.0% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $128K | 0.9% |
| AF TD Income 2020 R6 Capital Group · Mutual fund | $99K | 0.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.