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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,596 |
16 funds of $250K or more; 17 lines in all, holding $69.9M of the plan's $72.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $62.7M | 89.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 5.4% |
| Fidelity Fdm Index 2070 Prm Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $604K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $570K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $482K | 0.7% |
| Putn LG CP Val TR IA Manager not matched · Collective trust | $419K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $198K | 0.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $196K | 0.3% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $173K | 0.2% |
| Invs Discovery R6 Manager not matched · Mutual fund | $142K | 0.2% |
Added 1 fund, dropped 4 funds, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Funds 2035 TD to Fidelity Freedom Index 2035 Fund | $45.8M to $62.7M |
| ReplacedHighJohn Hancock 500 Index Fund to Fidelity 500 Index Fund | $5.4M to $3.8M |
| DroppedJohn Hancock USA | $975K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.