Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,832 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
18 funds of $250K or more; 16 lines in all, holding $47.8M of the plan's $52.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $27.6M | 57.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.4M | 17.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.1M | 10.6% |
| Putnam Stable Value Fund - Class I1 Franklin Templeton · Insurance contract | $2.5M | 5.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 3.6% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $452K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $325K | 0.7% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $324K | 0.7% |
| Fidelity International Equity - Class I1 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $254K | 0.5% |
| BlackRock EAFE Equity Index Fund CL R BlackRock · Collective trust Index | $241K | 0.5% |
Dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom Index 2035 Fund Institutional Premium Class to Fidelity Freedom Index 2035 Fund (Instl) | $25.0M to $27.6M |
| DroppedBlackRock Mid Cap Growth Fund Fee - Class I1 | $559K |
| DroppedAmerican Century Small Cap Value Fund II - Class I1 | $488K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.