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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,322 |
27 funds of $250K or more; 16 lines in all, holding $159M of the plan's $159M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $126M | 79.5% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $7.8M | 4.9% |
| Mellon Stable Value Fund BNY · Stable value Stable value | $6.7M | 4.2% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $4.1M | 2.6% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 1.7% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $2.6M | 1.7% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $2.2M | 1.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $1.6M | 1.0% |
| Lessor, or Similar Party Date, Rate of Interest, Par or Maturity Value Manager not matched · Mutual fund | $1.4M | 0.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $979K | 0.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.