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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC8 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $97,661 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$94,836 |
30 funds of $250K or more; 18 lines in all, holding $135M of the plan's $152M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $69.8M | 51.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.5M | 9.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.5M | 9.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $10.9M | 8.1% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.2M | 5.4% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $4.1M | 3.0% |
| Putn Large CP Val R1 Manager not matched · Mutual fund Possible retail class R1 | $3.8M | 2.8% |
| JPMorgan Mid Cap Growth Fund Class R5 JPMorgan · Mutual fund | $2.8M | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.1% |
Added 1 fund, dropped 8 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePutnam Large Cap Value Fund Class Y Shares to Putn Large CP Val R1 | $2.1M to $3.8M |
| ReplacedHighMassMutual Mid Cap Growth Fund Class R5 to JPMorgan Mid Cap Growth Fund Class R5 | $3.6M to $2.8M |
| AddedFidelity U.S. Bond Index Fund | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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 signed off without reservation. This is the cleanest opinion.