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| Provider | Service type | Compensation |
|---|---|---|
FULTON BANK, N.A.8 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $75,835 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
15 funds of $250K or more; 31 lines in all, holding $15.1M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 9.8% |
| Fidleity Freedom 2020 Fund Manager not matched · Mutual fund | $1.4M | 9.4% |
| Fidleity Freedom 2055 Fund Manager not matched · Mutual fund | $1.4M | 9.1% |
| Fidleity Freedom 2035 Fund Manager not matched · Mutual fund | $1.4M | 9.1% |
| Fidleity Freedom 2040 Fund Manager not matched · Mutual fund | $1.4M | 9.0% |
| Fidleity Freedom 2030 Fund Manager not matched · Mutual fund | $1.2M | 8.1% |
| Fidleity Freedom 2050 Fund Manager not matched · Mutual fund | $1.1M | 7.1% |
| Fidleity Freedom 2045 Fund Manager not matched · Mutual fund | $902K | 6.0% |
| Fidleity Freedom 2025 Fund Manager not matched · Mutual fund | $507K | 3.4% |
Added 1 fund, dropped 6 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard LifeStrategy 80/20 Fund Investor Shares | $1.6M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $1.3M to $1.5M |
| ReplacedHighVanguard Equity Income Fund Admiral Shares to Fidelity Equity-Income K6 Fund | $968K to $369K |
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 71,097 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.