Filings through .
Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP10+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $28,422 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $8,827 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
18 funds of $250K or more; 28 lines in all, holding $72.6M of the plan's $74.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| ABG Growth CIF R1 Manager not matched · Collective trust | $20.4M | 28.1% |
| ABG Balanced CIF R1 Manager not matched · Collective trust | $15.1M | 20.8% |
| ABG Aggressive CIF R1 Manager not matched · Collective trust | $12.3M | 17.0% |
| ABG Income CIF R1 Manager not matched · Collective trust | $4.8M | 6.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 4.3% |
| Reliance Metlife Series 25053 CL 0 MetLife · Collective trust | $2.4M | 3.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.2% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.1% |
| ABG Wealth Preservation CIF R1 Manager not matched · Collective trust | $1.7M | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.