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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,904 |
Service code 16 · EIN 92-2678185 | Consulting | $8,000 |
12 funds of $250K or more; 15 lines in all, holding $8.4M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.9M | 70.4% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $460K | 5.5% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $451K | 5.4% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $370K | 4.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $319K | 3.8% |
| Empower Guaranteed Income Fund Empower · Insurance contract | $187K | 2.2% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $144K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $135K | 1.6% |
| Fidelity Low-Priced Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $117K | 1.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $102K | 1.2% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.