Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4540515 | Advisory (Plan) | $29,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,925 |
9 funds of $250K or more; 15 lines in all, holding $8.1M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.1M | 75.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $601K | 7.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $268K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $169K | 2.1% |
| MFS Blended Research International Equity Fund R6 MFS (Sun Life) · Mutual fund | $154K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $131K | 1.6% |
| American Funds Moderate Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $129K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $114K | 1.4% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $88K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $88K | 1.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $343K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.