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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,167 |
13 funds of $250K or more; 16 lines in all, holding $21.5M of the plan's $21.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.9M | 83.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $912K | 4.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $604K | 2.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $409K | 1.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $370K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $333K | 1.5% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $146K | 0.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $146K | 0.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $145K | 0.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $123K | 0.6% |
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.
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.