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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $296 |
15 funds of $250K or more; 17 lines in all, holding $22.9M of the plan's $23.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $15.0M | 65.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 14.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 9.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $465K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $463K | 2.0% |
| Goldman Sachs Stable Value Institutional Series Class 1 Goldman Sachs · Stable value Stable value | $441K | 1.9% |
| Wilmington Small Cap Grade II Manager not matched · Collective trust | $270K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $228K | 1.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $197K | 0.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $126K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWilmington Small Cap Grade II | $270K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.