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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,864 |
10 funds of $250K or more; 24 lines in all, holding $18.0M of the plan's $18.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $13.3M | 74.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 12.6% |
| Columbia Seligman Technology and Information Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $447K | 2.5% |
| Calvert Equity Fund Morgan Stanley · Mutual fund | $295K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $245K | 1.4% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $205K | 1.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $189K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $183K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $182K | 1.0% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $96K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.