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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,238 |
15 funds of $250K or more; 13 lines in all, holding $30.5M of the plan's $30.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $27.1M | 88.9% |
| NT S&P 500 Index NL 4 Northern Trust · Collective trust Index | $1.1M | 3.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $664K | 2.2% |
| Collective Trusts SEI Trust Company Allspring · Collective trust | $410K | 1.3% |
| Fiam Core Plus CL I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $265K | 0.9% |
| NT Ext Mkt Index NL 4 Northern Trust · Collective trust Index | $250K | 0.8% |
| NT ACWI EX US IMI 4 Northern Trust · Collective trust | $192K | 0.6% |
| Mass MM SM CAP Growth CT MassMutual · Money market | $187K | 0.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $129K | 0.4% |
| Vanguard ABF SM CAP Value R6 Vanguard · Mutual fund | $126K | 0.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.