Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES W. SNADER, P.C.1 year Service code 10 · EIN 54-1873714 | Accounting | $15,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,836 |
21 funds of $250K or more; 16 lines in all, holding $71.6M of the plan's $93.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $47.9M | 67.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $5.8M | 8.2% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 7.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 6.6% |
| Fidelity Managed Income Portfolio II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $3.8M | 5.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $842K | 1.2% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $698K | 1.0% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $612K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $569K | 0.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $462K | 0.6% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAB Small Cap Growth Portfolio Class Z to Small CAP Growth Fund R6 Class | $934K to $698K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.