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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,169 |
23 funds of $250K or more; 15 lines in all, holding $58.7M of the plan's $60.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $20.6M | 35.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $10.0M | 17.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.6M | 11.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 7.6% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $2.7M | 4.6% |
| Great Gray TR Europac Grwth CT Capital Group · Collective trust | $2.3M | 4.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.1M | 3.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 3.5% |
| MFS Mid Cap CT MFS (Sun Life) · Mutual fund | $1.3M | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.