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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
8 funds of $250K or more; 16 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.2M | 77.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $572K | 8.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $308K | 4.6% |
| Artn Intl Smid Inst Manager not matched · Mutual fund | $225K | 3.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $139K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $135K | 2.0% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $94K | 1.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $50K | 0.7% |
| Gughm Tot Rtn BD R6 Manager not matched · Mutual fund | $5K | <0.1% |
| Htfd Intl Opportunities R6 Manager not matched · Mutual fund | $2K | <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.
Participant contribution per participant is in the bottom quintile of the peer cohort.