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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,784 |
MERCER1+ years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $32,972 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $10,270 |
25 funds of $250K or more; 14 lines in all, holding $490M of the plan's $580M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $191M | 39.0% |
| Jpmcb LG Cap Growth CF 2 JPMorgan · Collective trust | $115M | 23.4% |
| Spartan 500 Index Pool C Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $96.7M | 19.7% |
| Government Portfolio Fidelity (FMR) · Money market Recordkeeper's own fund | $15.7M | 3.2% |
| Prudential Core Plus Bond Fund 5 Prudential (PGIM) · Mutual fund | $13.5M | 2.8% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $11.6M | 2.4% |
| MFS International Growth Fund 2 MFS (Sun Life) · Mutual fund | $10.5M | 2.1% |
| Managed Income Portfolio II Fund Manager not matched · Stable value Stable value | $9.5M | 1.9% |
| Spartan Global Ex US Index Cl C Common/collective trust Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $6.5M | 1.3% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $6.4M | 1.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.