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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,682 |
8 funds of $250K or more; 16 lines in all, holding $14.9M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $11.8M | 79.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 15.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $169K | 1.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $123K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $103K | 0.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $99K | 0.7% |
| Fidelity Managed Income Portfolio Class 1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $89K | 0.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $80K | 0.5% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $44K | 0.3% |
| Emerging Markets Value Portfolio - Institutional Class Dimensional · Mutual fund | $43K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.