Filings through .
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,566 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,000 |
22 funds of $250K or more; 29 lines in all, holding $61.0M of the plan's $63.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath Moderate 2055 Manager not matched · Other | $10.1M | 16.6% |
| Flexpath Moderate 2045 Manager not matched · Other | $9.1M | 14.9% |
| Flexpath Moderate 2035 Manager not matched · Other | $6.9M | 11.3% |
| Spartan 500 Index Fund - Fidelity Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.9M | 11.2% |
| Large Cap Growth Fund Manager not matched · Mutual fund | $4.0M | 6.6% |
| T. Rowe Price Dividend Growth Advisor Fund T. Rowe Price · Mutual fund | $2.8M | 4.6% |
| Large Cap Value Fund Manager not matched · Mutual fund | $2.4M | 3.9% |
| Small Cap Value Victory Fund Victory Capital · Mutual fund | $2.3M | 3.8% |
| Stable Value Fund Manager not matched · Insurance contract | $2.3M | 3.7% |
| Flexpath Moderate Retirement Manager not matched · Other | $2.2M | 3.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.