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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,024 |
37 funds of $250K or more; 34 lines in all, holding $120M of the plan's $122M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $31.4M | 26.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $25.5M | 21.2% |
| MFS Growth Allocation Fund R4 MFS (Sun Life) · Mutual fund | $8.1M | 6.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.4M | 6.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.1M | 6.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.6M | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $3.2M | 2.6% |
| T. Rowe Price T. Rowe Price · Mutual fund | $3.0M | 2.5% |
| JPMorgan U.S. Equity Fund Class L JPMorgan · Mutual fund | $2.6M | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.