Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,332 |
20 funds of $250K or more; 19 lines in all, holding $31.8M of the plan's $31.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $21.5M | 67.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 12.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $880K | 2.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $827K | 2.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $487K | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $472K | 1.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $455K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $399K | 1.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $315K | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMFS Growth Fund R6 | $764K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.