Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $66,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,011 |
18 funds of $250K or more; 16 lines in all, holding $30.0M of the plan's $30.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $23.0M | 76.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 9.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $937K | 3.1% |
| AB Large Cap Growth Fund AllianceBernstein · Collective trust | $876K | 2.9% |
| Neuberger Berman Large Cap Value Fund Neuberger Berman · Collective trust | $706K | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $410K | 1.4% |
| Goldman Sachs Stable Value Institutional Series Class 1 Goldman Sachs · Stable value Stable value | $392K | 1.3% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $255K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $201K | 0.7% |
| GG Trust Core Plus FI Select Fund Manager not matched · Collective trust | $152K | 0.5% |
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.
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.