Filings through .
Filed June 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,274 |
15 funds of $250K or more; 9 lines in all, holding $53.0M of the plan's $54.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $50.3M | 94.9% |
| Managed Income Portfolio Class I Manager not matched · Stable value Stable value | $828K | 1.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $740K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $300K | 0.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $295K | 0.6% |
| JPMorgan Small Cap Equity Fund Class R5 JPMorgan · Mutual fund | $221K | 0.4% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $144K | 0.3% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $112K | 0.2% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $48K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.