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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,008 |
23 funds of $250K or more; 16 lines in all, holding $134M of the plan's $170M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $33.2M | 24.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $27.9M | 20.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $12.3M | 9.2% |
| Harbor Capital Appreciation Trust Harbor Capital · Collective trust | $10.0M | 7.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.2M | 6.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $7.6M | 5.7% |
| Allsprings Special Mid Cap Value R6 Manager not matched · Mutual fund | $6.5M | 4.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 3.5% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $4.5M | 3.3% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund | $4.4M | 3.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.