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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $67,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,672 |
26 funds of $250K or more; 31 lines in all, holding $50.2M of the plan's $50.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Cg 2045 Trgt Date R1 Manager not matched · Collective trust | $9.4M | 18.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.2M | 12.3% |
| CG 2040 Trgt Date R1 Manager not matched · Collective trust | $4.0M | 8.0% |
| CG 2030 Trgt Date R1 Manager not matched · Collective trust | $3.6M | 7.2% |
| CG 2050 Trgt Date R1 Manager not matched · Collective trust | $3.3M | 6.6% |
| Large Cap Growth II Class R1 Manager not matched · Collective trust | $2.6M | 5.1% |
| CG 2035 Trgt Date R1 Manager not matched · Collective trust | $2.1M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.2% |
| CG 2055 Trgt Date R1 Manager not matched · Collective trust | $1.8M | 3.6% |
| CG 2025 Trgt Date R1 Manager not matched · Collective trust | $1.8M | 3.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.