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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,994 |
24 funds of $250K or more; 18 lines in all, holding $74.5M of the plan's $75.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $26.1M | 35.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $20.2M | 27.2% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund | $9.2M | 12.3% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $3.0M | 4.0% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.0M | 4.0% |
| Vanguard Developing Market Fund Vanguard · Mutual fund | $2.2M | 3.0% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.6M | 2.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 2.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 1.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.4M | 1.9% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.