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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK10+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $10,060 |
1 fund holds $6.4M of the plan's $126M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Mutual Fund Registered Investment Company (Fidelity Investment Treasury Money Market Only Portfolio) Fidelity (FMR) · Money market | $6.4M | 100.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.