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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,379 |
2 funds of $250K or more; 3 lines in all, holding $11.1M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments, at fair value: Investments in mutual funds Manager not matched · Mutual fund | $9.7M | 87.3% |
| Investments common/collective trust Manager not matched · Collective trust | $1.2M | 11.0% |
| Employer contributions receivable Manager not matched · Other | $198K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.