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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROSS BUEHLER FALK & COMPANY, LLP Service code 10 1500 LITITZ PIKE · LANCASTER, PA 17601 | Accounting | $8,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,932 |
18 funds of $250K or more; 16 lines in all, holding $25.0M of the plan's $26.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.4M | 25.4% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $6.0M | 24.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 9.2% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 7.3% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.8M | 7.1% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 6.3% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 5.2% |
| Baird Core Plus Inv Baird · Mutual fund | $962K | 3.8% |
| American Funds American Mutual Capital Group · Mutual fund | $884K | 3.5% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $500K | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.