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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,707 |
10 funds of $250K or more; 16 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.8M | 63.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.7M | 22.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $272K | 3.6% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Capital · Mutual fund | $182K | 2.4% |
| AB Relative Value Fund, Inc. AllianceBernstein · Mutual fund | $162K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $146K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $78K | 1.0% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $74K | 1.0% |
| Small Cap Growth Fund American Century · Mutual fund | $58K | 0.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $27K | 0.4% |
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.
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.