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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2654524 3254 UNIVERSITY DR · AUBURN HILLS, MI 48326 | Advisory (Plan) | $18,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,375 |
TBD1 year Service code 99 | Other Fees | $17,240 |
13 funds of $250K or more; 20 lines in all, holding $21.6M of the plan's $22.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $11.3M | 52.3% |
| Cost Value Mutual Funds Americ Manager not matched · Mutual fund | $3.3M | 15.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 11.9% |
| Group Annuity Contract Standard Insurance Company Apex Guaranteed Fixed Interest Fund A5 StanCorp (Meiji Yasuda) · Insurance contract | $1.5M | 7.0% |
| Large Cap Growth II Fund, Class R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $664K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $303K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $286K | 1.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $250K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $208K | 1.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $194K | 0.9% |
Added 3 funds, dropped 3 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switch2045 Lifetime Blend Portfolio to American Funds 2045 Target Date Retirement Fund Class R-6 | $8.5M to $11.3M |
| AddedCost Value Mutual Funds Americ | $3.3M |
| DroppedCost Value Pooled Separate Ac | $2.7M |
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 70,940 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.
The auditor signed off without reservation. This is the cleanest opinion.