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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $94,856 |
25 funds of $250K or more; 15 lines in all, holding $99.2M of the plan's $99.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $29.5M | 29.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20.3M | 20.5% |
| AM Cent Emg Mkts R6 Manager not matched · Mutual fund | $9.1M | 9.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $6.8M | 6.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $6.4M | 6.4% |
| AF Europac Growth R6 Capital Group · Mutual fund | $6.1M | 6.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $5.7M | 5.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.6M | 3.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 3.4% |
| AS Spl SM Cap Val R6 Manager not matched · Mutual fund | $2.6M | 2.7% |
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.