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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,888 |
28 funds of $250K or more; 22 lines in all, holding $52.0M of the plan's $52.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $18.3M | 35.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.7M | 20.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $7.5M | 14.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 4.5% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $1.9M | 3.6% |
| Federated Investors Trust Company Federated Hermes · Stable value Stable value | $1.5M | 3.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 2.7% |
| EuroPacific Growth R1 Capital Group · Other | $1.3M | 2.6% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $947K | 1.8% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $762K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.