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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,131 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,650 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,315 |
22 funds of $250K or more; 18 lines in all, holding $71.4M of the plan's $71.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 9 vintages | $45.0M | 63.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.0M | 15.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.7M | 5.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 3.0% |
| Cost Value Mutual Funds: D Manager not matched · Mutual fund | $1.7M | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 1.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.1M | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.6% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $614K | 0.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedDodge & Cox Income Fund Class I | $1.9M |
| AddedCost Value Mutual Funds: D | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.