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| Provider | Service type | Compensation |
|---|---|---|
VISION ASSET MANAGEMENT3 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $53,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,511 |
13 funds of $250K or more; 27 lines in all, holding $13.0M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $8.5M | 65.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 9.4% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $420K | 3.2% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $295K | 2.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $267K | 2.1% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $254K | 2.0% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $238K | 1.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 1.8% |
| Vanguard Total Intern. Stock Index Admiral Vanguard · Mutual fund Index | $222K | 1.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.