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| Provider | Service type | Compensation |
|---|---|---|
DELAP LLP1+ years Filed as: DELAP LLC Service code 10 · EIN 93-0418710 | Accounting | $20,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,028 |
HUMAN INVESTING1+ years Service code 27 · EIN 74-3130983 | Advisory (Plan) | $15,498 |
8 funds of $250K or more; 10 lines in all, holding $4.5M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.0M | 67.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $298K | 6.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $261K | 5.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $214K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $197K | 4.4% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $186K | 4.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $118K | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $117K | 2.6% |
| Premium Class Fidelity Government Money Market Fund K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $69K | 1.5% |
| Premium Class Fidelity Freedom Index Income Fund Institutional Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $970 | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.