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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,175 |
32 funds of $250K or more; 28 lines in all, holding $71.6M of the plan's $74.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $17.6M | 24.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $14.3M | 20.0% |
| Janus Henderson Forty Fund Class T Janus Henderson · Mutual fund Possible retail class T | $8.2M | 11.4% |
| BlackRock Investment Management Company BlackRock LifePath Index Retire K BlackRock · Mutual fund Index | $6.6M | 9.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 4.7% |
| Eaton Vance Atlanta Capital Smid-Cap I Morgan Stanley · Other | $2.8M | 3.9% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $2.4M | 3.3% |
| Janus Henderson Balanced Fund Class T Janus Henderson · Mutual fund Possible retail class T | $1.7M | 2.4% |
| Fidelity Advisor Stable Value I Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $1.7M | 2.4% |
| Columbia Small Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.5M | 2.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.