Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 90-0497525 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,105 |
23 funds of $250K or more; 19 lines in all, holding $25.7M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.4M | 48.3% |
| Registered Investment Funds Manager not matched · Mutual fund | $3.3M | 12.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 9.4% |
| American Balanced Fund Capital Group · Mutual fund | $1.2M | 4.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $990K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $812K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $715K | 2.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $667K | 2.6% |
| Eupac Fund Capital Group · Mutual fund | $586K | 2.3% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $512K | 2.0% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeBaird Core Plus Bond Fund Institutional to Baird Core Plus Bond Fund | $226K to $264K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 renames.
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.
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.