Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,593 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,339 |
7 funds of $250K or more; 17 lines in all, holding $7.3M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $6.0M | 82.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $477K | 6.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $348K | 4.8% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $151K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $82K | 1.1% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $67K | 0.9% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $51K | 0.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 0.4% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $28K | 0.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.