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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,844 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,730 |
6 funds of $250K or more; 11 lines in all, holding $3.5M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.3M | 93.3% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $103K | 2.9% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $79K | 2.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $46K | 1.3% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $5K | 0.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2K | <0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $814 | <0.1% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $795 | <0.1% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $748 | <0.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $464 | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.