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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR & CO. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $98,029 |
SC&H ATTEST SERVICES, P.C.9 years Service code 10 · EIN 52-1743645 | Accounting | $21,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,076 |
21 funds of $250K or more; 14 lines in all, holding $46.0M of the plan's $47.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $39.4M | 85.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 2.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $739K | 1.6% |
| Interest in registered investment companies: American Funds Capital Group · Mutual fund | $702K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $444K | 1.0% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $401K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $382K | 0.8% |
| American Eupac Interest in registered investment companies Capital Group · Mutual fund | $351K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $314K | 0.7% |
Added 1 fund, dropped 1 fund, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. to JPMorgan Large Cap Growth Fund | $823K to $1.1M |
| ReplacedHighColumbia Mid Cap Index Fund to Fidelity Mid Cap Index Fund | $353K to $444K |
| ReplacedHighColumbia Small Cap Index Fund to Fidelity Small Cap Index Fund | $281K to $382K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.