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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $32,190 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,975 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,581 |
15 funds of $250K or more; 24 lines in all, holding $29.4M of the plan's $29.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $14.5M | 49.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.0M | 27.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 9.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $934K | 3.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $621K | 2.1% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $457K | 1.6% |
| Great Gray Large Cap Growth Fund II R1 Manager not matched · Collective trust | $443K | 1.5% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $378K | 1.3% |
| Great Gray Stable Value Fund R1 Manager not matched · Stable value Stable value | $230K | 0.8% |
| Great Gray Trust Company Putnam Large Cap Value R1 Franklin Templeton · Collective trust | $197K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.