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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,663 |
26 funds of $250K or more; 18 lines in all, holding $162M of the plan's $164M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $113M | 69.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $26.6M | 16.5% |
| Harbor Capital App Ret Harbor Capital · Other | $4.3M | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 1.4% |
| Fidelity Global US Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.6M | 1.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.6M | 1.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 0.9% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 0.6% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGalliard Stable Return Fund E | $884K |
| ReplacedHighMID CAP Value Fund R6 Class to MFS Mid Cap Value Fund R4 | $409K to $307K |
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.
The auditor signed off without reservation. This is the cleanest opinion.