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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $15,000 |
DANNIBLE & MCKEE, LLP1+ years Service code 10 · EIN 33-0996661 | Accounting | $14,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $933 |
13 funds of $250K or more; 14 lines in all, holding $15.1M of the plan's $19.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $12.4M | 82.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $757K | 5.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $387K | 2.6% |
| Putnam Large Cap Value I Trust Franklin Templeton · Collective trust | $382K | 2.5% |
| Stated at fair value. Net asset value is Manager not matched · Other | $280K | 1.9% |
| Fidelity Managed Income Portfolio Class I Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $271K | 1.8% |
| Mid-Cap Manager not matched · Mutual fund | $186K | 1.2% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $180K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $153K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $84K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.