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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $106,148 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,101 |
25 funds of $250K or more; 18 lines in all, holding $71.9M of the plan's $77.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $24.9M | 34.6% |
| Registered Fidelity 500 Index Premium Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.2M | 15.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.0M | 8.3% |
| Columbia Threadneedle Diversified Income Fund Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $4.5M | 6.2% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $3.4M | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 4.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $2.9M | 4.0% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $2.9M | 4.0% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $2.7M | 3.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.0M | 2.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.