Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140,742 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $62,279 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,009 |
12 funds of $250K or more; 19 lines in all, holding $26.9M of the plan's $27.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $22.2M | 82.8% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.3M | 4.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 4.1% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $313K | 1.2% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $291K | 1.1% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $290K | 1.1% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $230K | 0.9% |
| Mid Cap Growth Fund Manager not matched · Mutual fund | $205K | 0.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $188K | 0.7% |
| Invesco Developing Markets Fund Invesco · Mutual fund | $147K | 0.5% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,276 | $50,815-36.5% | $155,509-79.2% | $77,643-58.4% |
| Participation rate | 39.3% | 63.1%-23.8pp | 78.2%-38.9pp | 70.6%-31.3pp |
| Annual return | 11.55% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $141 | $1,993-92.9% | $4,672-97.0% | $2,726-94.8% |
| Participant deferral / active EE | $9,503 | $2,822+236.7% | $5,626+68.9% | $4,647+104.5% |
| Admin fee / account holder | $250 | $437-42.7% | $15,912-98.4% | $430-41.9% |