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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,152 |
9 funds of $250K or more; 15 lines in all, holding $13.9M of the plan's $14.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.2M | 88.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $424K | 3.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $269K | 1.9% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $234K | 1.7% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $146K | 1.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $109K | 0.8% |
| Hood River Small Cap Growth R Hood River · Other | $104K | 0.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $96K | 0.7% |
| American R Mid Cap IDX K Capital Group · Mutual fund Index | $91K | 0.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $79K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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 a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.