Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,568 |
FIRST NATIONAL TRUST COMPANY4 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $10,234 |
12 funds of $250K or more; 15 lines in all, holding $21.1M of the plan's $21.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $19.3M | 91.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.0M | 4.9% |
| Standard Stable Asset Fund II Manager not matched · Stable value Stable value | $266K | 1.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $95K | 0.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $83K | 0.4% |
| MFS International Diversified Income MFS (Sun Life) · Mutual fund Possible retail class A | $80K | 0.4% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $53K | 0.3% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund Possible retail class A | $43K | 0.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $36K | 0.2% |
| FT Behav Sm-Cpeq R6 Manager not matched · Mutual fund Possible retail class A | $36K | 0.2% |
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 71,097 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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.