Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,368 |
22 funds of $250K or more; 12 lines in all, holding $549M of the plan's $574M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $282M | 51.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $85.4M | 15.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $62.4M | 11.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $29.4M | 5.3% |
| Mellon Stable Value Fund Class M BNY · Stable value Stable value | $25.1M | 4.6% |
| JPMorgan Small Cap Equity Fund Class R5 JPMorgan · Mutual fund | $19.3M | 3.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.8M | 3.1% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $15.5M | 2.8% |
| American New World Fund R6 Capital Group · Mutual fund | $9.0M | 1.6% |
| Blackrock Strategic Income Oops Inst Mutual fund BlackRock · Mutual fund | $3.3M | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.