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 27 · EIN 82-1364595 | Advisory (Plan) | $26,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,113 |
7 funds of $250K or more; 25 lines in all, holding $10.4M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FIT Balanced B Manager not matched · Other | $5.0M | 47.4% |
| FIT Growth B Manager not matched · Other | $1.3M | 12.3% |
| FIT Aggressive B Manager not matched · Collective trust | $967K | 9.3% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $841K | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $467K | 4.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $374K | 3.6% |
| Opportunities R6 Vanguard Short Term Investment Grade Fund Vanguard · Mutual fund | $340K | 3.3% |
| FIT Mod Conservative B Manager not matched · Other | $307K | 2.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $229K | 2.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $156K | 1.5% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom Index 2055 Fund Institutional Premium Class | $841K |
| AddedFidelity 500 Index Fund | $467K |
| DroppedFidelity Total Market Index Fund | $459K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.