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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $35,521 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,135 |
16 funds of $250K or more; 12 lines in all, holding $25.6M of the plan's $26.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $8.2M | 32.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 19.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.5M | 13.5% |
| Fidelity Advisor Balanced Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 8.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 7.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.5M | 5.7% |
| JPMorgan Mid Cap Growth Fund Class R5 JPMorgan · Mutual fund | $1.4M | 5.7% |
| MFS International Growth Fund R4 MFS (Sun Life) · Mutual fund | $927K | 3.6% |
| JPMorgan Equity Income Fund Class R5 JPMorgan · Mutual fund | $598K | 2.3% |
| PIMCO High Yield Fund Institutional PIMCO (Allianz) · Mutual fund | $215K | 0.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Total Bond Fund | $785K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.