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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,769 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,202 |
12 funds of $250K or more; 23 lines in all, holding $6.9M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $873K | 12.7% |
| AB Lg Cap Grth Z AllianceBernstein · Other | $735K | 10.7% |
| Pif Sam Bal Inst Manager not matched · Other | $538K | 7.8% |
| DH Large Cap I Manager not matched · Other | $524K | 7.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $510K | 7.4% |
| FA Stable Value Manager not matched · Stable value Stable value | $491K | 7.1% |
| Pif Sam Strat Gr Is Manager not matched · Other | $402K | 5.8% |
| FA Stk Sel Sm Cap I Manager not matched · Other | $351K | 5.1% |
| Vrts NFJ MC Val Is Manager not matched · Other | $337K | 4.9% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $308K | 4.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-5 | $308K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.