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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,349 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,500 |
14 funds of $250K or more; 24 lines in all, holding $10.5M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $5.5M | 52.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 13.9% |
| JPM Growth Advtg R5 JPMorgan · Other | $559K | 5.3% |
| Fidelity Advisor Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $507K | 4.8% |
| JPMorgan Mid Cap Growth Fund Class I JPMorgan · Mutual fund | $357K | 3.4% |
| MID CAP Value Fund Investor Class American Century · Mutual fund | $328K | 3.1% |
| Fidelity Advisor Industrials Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $324K | 3.1% |
| Fidelity Advisor FA Large CAP I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $284K | 2.7% |
| BlackRock BR ADV SC Core Inst BlackRock · Mutual fund | $193K | 1.8% |
| JPMorgan U.S. Research Enhanced Equity Fund Class I JPMorgan · Mutual fund | $162K | 1.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.