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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,194 |
ALLWORTH FINANCIAL1 year Service code 27 · EIN 68-0372662 | Advisory (Plan) | $18,264 |
8 funds of $250K or more; 17 lines in all, holding $9.2M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.8M | 95.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $263K | 2.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $70K | 0.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $18K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15K | 0.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11K | 0.1% |
| Columbia Emerging Markets Fund I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $8K | <0.1% |
| American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund | $6K | <0.1% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3K | <0.1% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $3K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.