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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,866 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 10 · EIN 47-1411118 | Accounting | $23,414 |
8 funds of $250K or more; 24 lines in all, holding $17.3M of the plan's $18.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FlexPath + Moderate 2035 R1 Manager not matched · Other | $6.4M | 37.2% |
| FlexPath + Moderate 2045 R1 Manager not matched · Other | $4.1M | 23.5% |
| FlexPath + Moderate Retirement R1 Manager not matched · Other | $2.5M | 14.2% |
| FlexPath + Moderate 2055 R1 Manager not matched · Other | $1.5M | 8.7% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 5.9% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $528K | 3.0% |
| Spartan 500 Index Investment Fund Adv Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $342K | 2.0% |
| Fidelity Flexpath Moderate 2065 R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $276K | 1.6% |
| Putnam Large Cap Value R1 Franklin Templeton · Mutual fund Possible retail class R1 | $143K | 0.8% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $138K | 0.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.