Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,352 |
26 funds of $250K or more; 20 lines in all, holding $68.7M of the plan's $71.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, collective trust, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 11 vintages | $32.8M | 47.7% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.3M | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.7M | 8.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $3.8M | 5.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.8M | 5.5% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $3.0M | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 3.4% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.5M | 2.2% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.4M | 2.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $812K | 1.2% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds 2030 Target Date Retirement Fund to American Funds Target Date 2030 Trust | $21.6M to $32.8M |
| DroppedFidelity Total Bond Fund | $2.9M |
| AddedCF CF Blackrock High Yield Bond Fund | $656K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.