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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,943 |
26 funds of $250K or more; 19 lines in all, holding $82.2M of the plan's $84.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $44.7M | 54.3% |
| American Funds Target Date Capital Group · Collective trust Target-date, 1 vintage | $10.5M | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.1M | 11.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.8M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.6% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $1.3M | 1.6% |
| Lincoln NY Stable Value Account Lincoln Financial · Insurance contract | $1.1M | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $962K | 1.2% |
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedArtisan International Value Fund | $1.3M |
| DroppedEupac Fund Class R-6 | $1.1M |
| AddedPzena Emerging Markets Value Fund | $860K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.