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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,187 |
HAYS FINANCIAL GROUP3 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $20,582 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
7 funds of $250K or more; 14 lines in all, holding $4.9M of the plan's $5.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $2.8M | 57.8% |
| December 31, 2024 Interest Lessor or Similar Party Manager not matched · Other | $632K | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $296K | 6.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $226K | 4.6% |
| Calvert Intl EQ R6 Morgan Stanley · Mutual fund | $209K | 4.3% |
| BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K BlackRock · Mutual fund | $154K | 3.1% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $134K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $113K | 2.3% |
| Fidekity Government Money Market Fund Class K6 Manager not matched · Money market | $104K | 2.1% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $68K | 1.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.