Filings through .
Filed April 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $196,419 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $183,495 |
PWC1+ years Filed as: PRICEWATERHOUSECOOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $41,000 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $7,783 |
26 funds of $250K or more; 17 lines in all, holding $579M of the plan's $587M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $379M | 65.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $84.5M | 14.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $23.1M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.0M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.3M | 2.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $9.9M | 1.7% |
| Pooled Separate Accounts New York Life Anchor Account New York Life · Insurance contract | $9.5M | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.9M | 1.4% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Collective trust | $7.7M | 1.3% |
| Guaranteed Investment Contract Lincoln Stable Value Account Lincoln Financial · Insurance contract | $7.0M | 1.2% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.