Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,272 |
19 funds of $250K or more; 24 lines in all, holding $21.4M of the plan's $22.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $13.5M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 13.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $927K | 4.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $645K | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $589K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $537K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $492K | 2.3% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $338K | 1.6% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $298K | 1.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $296K | 1.4% |
Added 3 funds, dropped 2 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $2.1M to $3.0M |
| AddedFidelity Total International Index Fund | $645K |
| ReplacedHighAB Large Cap Growth Fund Inc to JPMorgan Large Cap Growth Fund Class R6 | $435K to $589K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.