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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,290 |
K A L L ACCOUNTANCY7 years Filed as: K A L L ACCOUNTANCY CORP Service code 10 · EIN 83-2920367 | Accounting | $9,030 |
9 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $11.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.3M | 68.5% |
| Fidelity Investments “ RT NY Life AA CL 0 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 11.5% |
| Fidelity Investments Vang Growth IDX ADM Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $607K | 5.7% |
| Fidelity JPM LG CAP Growth R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $561K | 5.2% |
| Fidelity Investments Vang Value IDX ADM Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $142K | 1.3% |
| Fidelity Investments JPM US Value R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $132K | 1.2% |
| Fidelity Investments Blkrk HI YLD BD Inst Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $129K | 1.2% |
| Fidelity Investments Prmcp ODY Aggr Grth Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $117K | 1.1% |
| Fidelity JH Dscpl VAL Mdcp R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $111K | 1.0% |
| Fidelity Investments UM Behavioral VAL R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $99K | 0.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.