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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,331 |
Filed as: KRUGGEL, LAWTON, & COMPANY, LLC Service code 10 · EIN 35-1307701 | Accounting | $15,000 |
10 funds of $250K or more; 13 lines in all, holding $10.7M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| New York Life New York Life · Insurance contract | $4.0M | 37.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.2M | 21.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 14.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $627K | 5.9% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $603K | 5.6% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $599K | 5.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $496K | 4.6% |
| Dimensional Fund of Large Cap International Fund, Advisors Dimensional · Mutual fund | $251K | 2.3% |
| Undiscovered Managers Behavioral Value Fund JPMorgan · Mutual fund | $152K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $88K | 0.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.