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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,334 |
8 funds of $250K or more; 10 lines in all, holding $7.7M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $5.8M | 76.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 16.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $282K | 3.7% |
| Primecap Odyssey Stock Fund Manager not matched · Mutual fund | $140K | 1.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $73K | 1.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $61K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8K | 0.1% |
| Goldman Sachs Stable Value Institutional Series Class 1 Goldman Sachs · Stable value Stable value | $7K | <0.1% |
| Macquarie Group Limited Small Cap Value R6 Macquarie / Nomura · Mutual fund | $4K | <0.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $3K | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.