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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,081 |
11 funds of $250K or more; 19 lines in all, holding $19.5M of the plan's $19.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Target, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 11 vintages | $12.6M | 64.6% |
| MassMutual Stable Value Separate Account MassMutual · Stable value Stable value | $2.5M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 7.9% |
| MFS MA Investors Growth Stock Fund Class R6 MFS (Sun Life) · Mutual fund | $436K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $377K | 1.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $362K | 1.9% |
| T. Rowe Price Health Sciences Fund, Inc. T. Rowe Price Health Sciences Fund-I Class T. Rowe Price · Mutual fund | $251K | 1.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $246K | 1.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $200K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $192K | 1.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.