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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,347 |
7 funds of $250K or more; 25 lines in all, holding $9.2M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: John Hancock Lifetime Blend, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.3M | 24.5% |
| AB US Large Cap Growth CIT (W Series) AllianceBernstein · Collective trust | $1.7M | 18.0% |
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 10 vintages | $1.3M | 14.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $720K | 7.8% |
| ClearBridge Large Cap Value Fund Class I Franklin Templeton · Mutual fund | $501K | 5.5% |
| JPM US RSH ENH EQ I JPMorgan · Other | $446K | 4.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $420K | 4.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $236K | 2.6% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $210K | 2.3% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $168K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
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 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.
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.