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 37 · EIN 04-2647786 | Loan Processing | $10,699 |
13 funds of $250K or more; 14 lines in all, holding $10.9M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.9M | 54.4% |
| par, or maturity Current Mutual Funds Manager not matched · Mutual fund | $1.9M | 17.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $656K | 6.0% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $547K | 5.0% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $486K | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $458K | 4.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $421K | 3.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $202K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $92K | 0.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $83K | 0.8% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Addedpar, or maturity Current Mutual Funds | $1.9M |
| DroppedVanguard 500 Index Fund Admiral Shares | $1.0M |
| AddedVanguard Cash Reserves Federal Money Market Fund Admiral Shares | $547K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 70,940 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.