Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,533 |
Filed as: HENDERSON BROTHERS FINANCIAL Service code 27 · EIN 99-4573857 | Advisory (Plan) | $54,961 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,088 |
23 funds of $250K or more; 16 lines in all, holding $54.2M of the plan's $55.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $26.7M | 49.3% |
| Fidelity Management Trust Company Fidelity 500 Index A Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $10.9M | 20.1% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund Possible retail class A | $2.8M | 5.2% |
| Great Gray Large Cap Growth Fund III Manager not matched · Mutual fund Possible retail class A | $2.6M | 4.8% |
| JP Morgan Equity Income R5 JPMorgan · Other | $2.2M | 4.1% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class I Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.7M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.4M | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.2M | 2.2% |
| The Hartford Strategic Income Fund Class R5 Hartford Funds · Mutual fund | $1.2M | 2.2% |
| Fidelity Advisor Worldwide I Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $983K | 1.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.