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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,319 |
8 funds of $250K or more; 15 lines in all, holding $7.6M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.1M | 93.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $164K | 2.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $143K | 1.9% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $78K | 1.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $28K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $27K | 0.4% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $23K | 0.3% |
| Large Cap Growth Z AllianceBernstein · Other | $21K | 0.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $18K | 0.2% |
| American Funds Small Cap Value Fund Capital Group · Mutual fund | $13K | 0.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.