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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-4837681 | Advisory (Plan) | $29,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,649 |
9 funds of $250K or more; 13 lines in all, holding $6.8M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.3M | 93.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $147K | 2.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $116K | 1.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $39K | 0.6% |
| Vanguard Information Technology Index Fund: Adm Shares Registered Investment Company Vanguard · Mutual fund Index | $35K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $13K | 0.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $13K | 0.2% |
| Registered Investment Company Vanguard High-Yield Corp Admin Fund Vanguard · Mutual fund | $11K | 0.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $9K | 0.1% |
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 71,097 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.)
The auditor signed off without reservation. This is the cleanest opinion.