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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,344 |
WEINBERG & CO. LA, LLP2 years Filed as: WEINBERG & CO. LA Service code 10 · EIN 27-4113811 | Accounting | $9,500 |
4 funds of $250K or more; 5 lines in all, holding $10.3M of the plan's $44.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.2M | 80.0% |
| Stable Value Fund Manager not matched · Insurance contract | $1.4M | 13.6% |
| MFS Intl Intr Val R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $335K | 3.3% |
| Invesco Divrs Div R6 Invesco · Mutual fund | $293K | 2.9% |
| VT Intl SM Cap R6 Manager not matched · Mutual fund | $25K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.