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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,822 |
SABEY CPA, PLLC7 years Service code 10 · EIN 83-2111556 | Accounting | $16,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,531 |
15 funds of $250K or more; 16 lines in all, holding $19.0M of the plan's $19.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $11.7M | 61.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 11.6% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $1.3M | 6.8% |
| Vanguard ST CP BD Index AD Vanguard · Mutual fund Index | $988K | 5.2% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $959K | 5.0% |
| MFS Intl Divrsn R4 MFS (Sun Life) · Mutual fund | $289K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $269K | 1.4% |
| JPM MID CAP Grth I JPMorgan · Other | $224K | 1.2% |
| Pgim J Utility A Prudential (PGIM) · Other | $218K | 1.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $211K | 1.1% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.