Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $132,508 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $21,375 |
Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 | Accounting | $11,700 |
20 funds of $250K or more; 11 lines in all, holding $67.4M of the plan's $68.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $58.5M | 86.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.7M | 2.6% |
| Vanguard Small Cap Index Administrative Fund Vanguard · Mutual fund Index | $887K | 1.3% |
| Vanguard Mid Cap Index Administrative Fund Vanguard · Mutual fund Index | $732K | 1.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $717K | 1.1% |
| Eupac Fund Capital Group · Mutual fund | $678K | 1.0% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $380K | 0.6% |
| e) Money Market Funds Fidelity Gov Fidelity (FMR) · Money market Recordkeeper's own fund | $141K | 0.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Federal Money Market Fund Investor Shares | $1.7M |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.