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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,922 |
8 funds of $250K or more; 16 lines in all, holding $6.4M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.9M | 76.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $638K | 9.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $227K | 3.5% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $121K | 1.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $117K | 1.8% |
| Fidelity Gabelli U.S. Treasury Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $88K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $75K | 1.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 1.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $60K | 0.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.