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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,695 |
KESTRA FINANCIAL8 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,825 |
23 funds of $250K or more; 18 lines in all, holding $34.3M of the plan's $35.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $14.9M | 43.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 7.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.1M | 6.0% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $1.9M | 5.5% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $1.4M | 4.2% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $1.4M | 4.0% |
| Wilmington N.A. Small Cap Value Fund II Manager not matched · Collective trust | $1.3M | 3.9% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $1.1M | 3.1% |
| JPMorgan Mid Cap Value Fund Class L JPMorgan · Mutual fund | $1.0M | 3.0% |
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.