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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,279 |
41 funds of $250K or more; 31 lines in all, holding $235M of the plan's $238M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $99.5M | 42.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $31.1M | 13.2% |
| Vanguard Russell Vanguard · Mutual fund | $24.5M | 10.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.3M | 5.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.6M | 4.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.9M | 2.9% |
| Fidelity Multi-Asset Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 1.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 1.7% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 1.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Russell | $24.5M |
| DroppedVanguard Tax-Managed Capital Appreciation Fund Institutional Shares | $19.9M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.