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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $222,435 |
Service code 16 · EIN 92-0397260 | Consulting | $80,000 |
WEALTHSOURCE PARTNERS LLC5 years Filed as: WEALTHSOURCE MANAGEMENT Service code 27 · EIN 37-1797345 735 TANK FARM RD · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $0 |
26 funds of $250K or more; 16 lines in all, holding $55.1M of the plan's $56.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $38.5M | 69.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 9.0% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.2M | 7.7% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.3M | 2.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 2.3% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $769K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $695K | 1.3% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $658K | 1.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $539K | 1.0% |
| Columbia Small Cap Growth Fund; Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $429K | 0.8% |
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.
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.