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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,660 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,741 |
9 funds of $250K or more; 16 lines in all, holding $10.7M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.3M | 68.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 21.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $258K | 2.4% |
| Fidelity Government Money Market Fund GÇô Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $184K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $173K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $84K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $77K | 0.7% |
| PutnamLarge Cap Value R6 Manager not matched · Mutual fund | $57K | 0.5% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $50K | 0.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $47K | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.