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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,778 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,956 |
25 funds of $250K or more; 18 lines in all, holding $56.0M of the plan's $59.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $16.1M | 28.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $12.6M | 22.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.3M | 16.5% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $3.2M | 5.8% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.8M | 4.9% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $1.9M | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.7% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $1.5M | 2.6% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.6% |
| Victory Core Plus Intermediate Bond Fund Victory Capital · Mutual fund | $1.4M | 2.5% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.