Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP11+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $60,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,794 |
17 funds of $250K or more; 18 lines in all, holding $36.8M of the plan's $37.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $28.0M | 76.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 8.0% |
| AB Large Cap Growth Z AllianceBernstein · Other | $1.7M | 4.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $721K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $706K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $700K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $528K | 1.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $397K | 1.1% |
| Corporate Credit Fund IS Franklin Templeton · Mutual fund | $285K | 0.8% |
| Invesco Intl Sml-Mid Com R6 Invesco · Mutual fund | $202K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCorporate Credit Fund IS | $285K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.