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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,787 |
17 funds of $250K or more; 11 lines in all, holding $23.3M of the plan's $24.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.8M | 33.4% |
| TRP Blue Chip GR ADV T. Rowe Price · Other | $3.6M | 15.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 12.5% |
| MFS Intl Divrsn R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.0M | 8.7% |
| FID Balanced Fidelity (FMR) · Other Recordkeeper's own fund | $1.5M | 6.4% |
| MIP CL 1 Manager not matched · Other | $1.5M | 6.4% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.3M | 5.6% |
| FID Small CAP Growth Fidelity (FMR) · Other Recordkeeper's own fund | $1.2M | 5.3% |
| FID LOW Priced STK Fidelity (FMR) · Other Recordkeeper's own fund | $1.1M | 4.6% |
| Outstanding Loan Balance Manager not matched · Other | $327K | 1.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.