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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
13 funds of $250K or more; 16 lines in all, holding $18.4M of the plan's $18.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.6M | 52.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 15.2% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $2.4M | 13.2% |
| Par, or Maturity Value Cost Value Money Market Fund The Manager not matched · Money market | $984K | 5.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $600K | 3.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $356K | 1.9% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $336K | 1.8% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $293K | 1.6% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $236K | 1.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $212K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.