Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
11 funds of $250K or more; 18 lines in all, holding $11.6M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Blkrk LP Index Rtmt IS BlackRock · Mutual fund Index | $2.8M | 24.5% |
| Blkrk LP Index 2035 IS BlackRock · Mutual fund Index | $2.6M | 22.2% |
| IS S&P 500 Index K Manager not matched · Mutual fund Index | $1.3M | 11.0% |
| Blkrk LP Index 2030 IS BlackRock · Mutual fund Index | $1.1M | 9.8% |
| EV Inc Fund Boston I Manager not matched · Mutual fund | $890K | 7.7% |
| Blkrk LP Index 2040 IS BlackRock · Mutual fund Index | $688K | 5.9% |
| Blkrk LP Index 2050 IS BlackRock · Mutual fund Index | $428K | 3.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $427K | 3.7% |
| Blkrk LP Index 2045 IS BlackRock · Mutual fund Index | $394K | 3.4% |
| UM Behavioral Val L Manager not matched · Mutual fund | $321K | 2.8% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.