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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,229 |
17 funds of $250K or more; 9 lines in all, holding $35.2M of the plan's $36.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $19.4M | 55.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.1M | 20.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 9.2% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.9M | 5.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 5.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $878K | 2.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $454K | 1.3% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $322K | 0.9% |
| Vanguard Cash Reserves Fed MMF Admiral Vanguard · Money market | $150K | 0.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAL International Growth & Inc R6 | $440K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.