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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $39,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,951 |
14 funds of $250K or more; 25 lines in all, holding $21.2M of the plan's $21.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.9M | 56.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 10.8% |
| Vanguard Info Tech Index AD Vanguard · Mutual fund Index | $1.1M | 5.4% |
| Stable Value Fund R1 Manager not matched · Insurance contract | $980K | 4.6% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $919K | 4.3% |
| Large Cap Growth II Class R1 Manager not matched · Collective trust | $682K | 3.2% |
| Putnam Large Cap Value Fund R1 Franklin Templeton · Collective trust | $643K | 3.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $512K | 2.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $377K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $373K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.