Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL TRUST COMPANY7 years Service code 27 · EIN 43-0632950 | Advisory (Plan) | $34,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,717 |
WADE STABLES P.C.6 years Service code 10 · EIN 43-1498457 | Accounting | $10,855 |
15 funds of $250K or more; 18 lines in all, holding $11.9M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.2M | 60.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 14.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $692K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $518K | 4.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $372K | 3.1% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $284K | 2.4% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $258K | 2.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $236K | 2.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $184K | 1.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $127K | 1.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.