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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$519 |
8 funds of $250K or more; 23 lines in all, holding $6.9M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.0M | 71.9% |
| Fidelity Trend Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $594K | 8.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $392K | 5.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $120K | 1.7% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $102K | 1.5% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $102K | 1.5% |
| Fidelity Puritan K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $87K | 1.3% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $82K | 1.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $75K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $75K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.