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| Provider | Service type | Compensation |
|---|---|---|
FIRST LIGHT RETIREMENT LLC4 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $34,381 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,227 |
18 funds of $250K or more; 19 lines in all, holding $20.2M of the plan's $20.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $5.1M | 25.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 24.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 11.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 8.4% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.5M | 7.3% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $940K | 4.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $795K | 3.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $790K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $580K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $460K | 2.3% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Mid Cap Growth Fund R6 to Vanguard Mid-Cap Index Fund Admiral Shares | $395K to $580K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.