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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,530 |
10 funds of $250K or more; 13 lines in all, holding $9.9M of the plan's $10.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.5M | 55.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 15.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $978K | 9.9% |
| Fidelity Government money market funds - cash equivalents Fidelity (FMR) · Money market Recordkeeper's own fund | $527K | 5.3% |
| MFS Mid Cap Growth Fund Mutual fund MFS (Sun Life) · Mutual fund | $344K | 3.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $222K | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $186K | 1.9% |
| Fidelity International Cap Appreciation Mutual Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $162K | 1.6% |
| American Funds American Mutual Fund Capital Group · Mutual fund | $122K | 1.2% |
| Fidelity Total Bond Mutual Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $120K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.