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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$348 |
13 funds of $250K or more; 22 lines in all, holding $18.8M of the plan's $18.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.9M | 63.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 19.7% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $660K | 3.5% |
| Amana Mutual Funds Trust Growth Fund Institutional Manager not matched · Collective trust | $397K | 2.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $384K | 2.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $285K | 1.5% |
| DFA SM Cap Grth Inst Dimensional · Mutual fund | $252K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $251K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $223K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $215K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.