Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $49,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,905 |
21 funds of $250K or more; 20 lines in all, holding $16.7M of the plan's $22.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.4M | 62.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.1M | 6.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $591K | 3.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $528K | 3.2% |
| Amcap Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $522K | 3.1% |
| Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $430K | 2.6% |
| American Funds Bond R6 Capital Group · Mutual fund Possible retail class A | $423K | 2.5% |
| T. Rowe Price Blue Chip Growth Fund 1 T. Rowe Price · Mutual fund Possible retail class A | $412K | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $405K | 2.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $359K | 2.1% |
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.