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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,286 |
29 funds of $250K or more; 23 lines in all, holding $172M of the plan's $174M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $69.9M | 40.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $20.3M | 11.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $17.3M | 10.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.0M | 7.0% |
| Transamerica TA International Equity I Transamerica (Aegon) · Other | $6.1M | 3.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 3.5% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $5.7M | 3.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 2.1% |
| Federated Investors Trust Company Federated Hermes · Stable value Stable value | $3.4M | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 1.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.