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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY7+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $77,278 |
NATIONAL FINANCIAL SERVICES4 years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,000 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $8,853 |
22 funds of $250K or more; 26 lines in all, holding $36.4M of the plan's $37.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.1M | 38.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 15.9% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $4.1M | 11.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.3M | 6.2% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 4.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 3.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $867K | 2.4% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $657K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.