Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,910 |
12 funds of $250K or more; 10 lines in all, holding $14.8M of the plan's $15.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $11.7M | 79.4% |
| Apex Guaranteed Fixed Int A5 Manager not matched · Insurance contract | $1.4M | 9.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 6.8% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $351K | 2.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $248K | 1.7% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $35K | 0.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $6K | <0.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4K | <0.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | <0.1% |
| T. Rowe Price QM U.S. Small Cap Growth Fund T. Rowe Price · Mutual fund | $1K | <0.1% |
Dropped 4 funds, likely replaced 1 fund. Moved to another target-date series. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchMFS Lifetime 2055 Fund R4 to Fidelity Freedom 2025 Fund Class K6 | $2.9M to $11.7M |
| ReplacedHighVanguard Institutional Index Fund Institutional Shares to Fidelity 500 Index Fund | $4.6M to $1.0M |
| DroppedReliance/MetLife Stable 25053 Class 25 | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.