Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $26,559 |
20 funds of $250K or more; 15 lines in all, holding $44.4M of the plan's $48.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $25.0M | 56.3% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $6.3M | 14.3% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $3.5M | 7.9% |
| Hood River Small Cap Growth Hood River · Other | $1.8M | 4.1% |
| Westwood Small Cap Ultra Westwood · Other | $1.8M | 4.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.6M | 3.6% |
| Fund R6 Class Manager not matched · Mutual fund | $1.4M | 3.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $958K | 2.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $908K | 2.0% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $448K | 1.0% |
Added 8 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedInvestments Investments at fair value Mutual funds | $32.9M |
| AddedVanguard Target Retirement 2040 Fund Investor Shares | $25.0M |
| AddedT. Rowe Price Large-Cap Growth Fund | $6.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 60,908 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.