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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
6 funds of $250K or more; 19 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.6M | 84.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $198K | 3.6% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $195K | 3.6% |
| Franklin Growth Fund Class R6 Franklin Templeton · Mutual fund | $129K | 2.4% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $53K | 1.0% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $42K | 0.8% |
| Columbia Select Mid Cap Value Fund (I3) Ameriprise (Columbia Threadneedle) · Mutual fund | $37K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $36K | 0.7% |
| Goldman Sachs Emerging Markets Equity Fund Class R6 Shares Goldman Sachs · Mutual fund | $35K | 0.6% |
| Columbia Small Cap Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $30K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.