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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,766 |
8 funds of $250K or more; 13 lines in all, holding $8.5M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $7.2M | 85.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $797K | 9.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $147K | 1.7% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $117K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $98K | 1.2% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $27K | 0.3% |
| Ultra Fund R6 Class American Century · Mutual fund | $23K | 0.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $12K | 0.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.1% |
| PIMCO Income Fund Institutional Fund Price PIMCO (Allianz) · Mutual fund | $10K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.