Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,271 |
21 funds of $250K or more; 14 lines in all, holding $45.1M of the plan's $56.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $31.3M | 69.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.3M | 14.1% |
| Stable Value Fund R1 Manager not matched · Insurance contract | $3.1M | 6.8% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $1.2M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $744K | 1.6% |
| JH Dscpl Val Mdcp R6 Manager not matched · Mutual fund | $445K | 1.0% |
| C&s US Realty RS Manager not matched · Collective trust | $407K | 0.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $403K | 0.9% |
| Trp Retire Bal C T. Rowe Price · Collective trust | $311K | 0.7% |
| Victory S SM CO OP I Victory Capital · Mutual fund | $290K | 0.6% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $3.4M |
| DroppedPutn LG Cap Val R6 | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.