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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,673 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,867 |
11 funds of $250K or more; 17 lines in all, holding $8.8M of the plan's $9.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.8M | 66.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $835K | 9.5% |
| Baron Durable Advantage R6 Manager not matched · Mutual fund | $509K | 5.8% |
| Baron Focused Growth R6 Manager not matched · Mutual fund | $386K | 4.4% |
| Invesco Value Opportunities Fund Class R6 Invesco · Mutual fund | $252K | 2.9% |
| Natixis Oakmark Fund Class N Natixis IM · Mutual fund | $247K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $215K | 2.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $149K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $141K | 1.6% |
| Victory Integral International Equity Fund Class Y Victory Capital · Mutual fund | $104K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.