Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,167 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,010 |
5 funds of $250K or more; 17 lines in all, holding $5.6M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $4.9M | 86.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $455K | 8.1% |
| Fidelity Large Cap Growth Fund II Fee Class R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $93K | 1.6% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $59K | 1.0% |
| PIMCO Stable Inc II PIMCO (Allianz) · Stable value Stable value | $39K | 0.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $37K | 0.7% |
| DWS R Real Estate S DWS · Other | $22K | 0.4% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $20K | 0.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $10K | 0.2% |
| Invesco Main Street Small Cap Fund Class R6 Invesco · Mutual fund | $9K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.