Filings through .
Filed October 31, 2022
Street address, email and phone are on Pro, free for 7 days.
Total covered: 8 employees
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 37 · EIN 04-2647786 | Loan Processing | $60,793 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,593 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,843 |
16 funds of $250K or more; 17 lines in all, holding $25.1M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Schwab Indexed Retirement, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 12 vintages | $18.3M | 72.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 7.8% |
| American Century U.S. Large Cap Growth Equity Trust American Century · Collective trust | $1.0M | 4.1% |
| GG Trp Stable Val T. Rowe Price · Stable value Stable value | $754K | 3.0% |
| Voya Interim Bond R6 Voya · Mutual fund | $667K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $493K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $476K | 1.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $466K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $220K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $183K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 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.)
The auditor signed off without reservation. This is the cleanest opinion.