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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,939 |
ROCKLAND TRUST8 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $25,000 |
15 funds of $250K or more; 18 lines in all, holding $31.0M of the plan's $31.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $27.6M | 89.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 3.2% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $887K | 2.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $605K | 2.0% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $240K | 0.8% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $225K | 0.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $121K | 0.4% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $59K | 0.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $48K | 0.2% |
| JPMorgan U.S. Research Enhanced Equality JPMorgan · Mutual fund | $45K | 0.1% |
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 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.