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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,418 |
9 funds of $250K or more; 16 lines in all, holding $14.5M of the plan's $15.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $9.0M | 61.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 14.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 9.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $579K | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 1.5% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund | $186K | 1.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $179K | 1.2% |
| Vanguard Federal Money Market Vmmr Vanguard · Money market | $154K | 1.1% |
| Vanguard Developing Market Index Admiral Vanguard · Mutual fund Index | $151K | 1.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $141K | 1.0% |
Likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighiShares Total U.S. Stock Market Index Fund Class K to Vanguard Total Stock Market Index Fund Admiral Shares | $1.9M to $2.1M |
| ReplacedHighFidelity Large Cap Growth Index Fund to Vanguard Growth Index Fund Admiral Shares | $1.2M to $1.4M |
| ReplacedHighFidelity Mid Cap Index Fund to Vanguard Mid-Cap Index Fund Admiral Shares | $502K to $579K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.