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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,958 |
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $5,000 |
22 funds of $250K or more; 16 lines in all, holding $149M of the plan's $180M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $97.8M | 65.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $17.2M | 11.5% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $14.7M | 9.8% |
| Fidelity Low-Priced Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.9M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 2.2% |
| Fidelity Managed Income Portfolio Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $2.8M | 1.9% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 1.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.3M | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $976K | 0.7% |
Dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Total Bond K6 Fund | $2.0M |
| Share class changeDodge & Cox Stock Fund Class I to Dodge & Cox Stock Fund Class X | $1.6M to $1.3M |
| DroppedFidelity Freedom Index Commingled Pool Class S | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.