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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,378 |
33 funds of $250K or more; 31 lines in all, holding $83.8M of the plan's $105M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 8 vintages | $18.0M | 21.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.6M | 19.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.5M | 7.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.8M | 5.8% |
| Blkrk Equity Div I Manager not matched · Mutual fund | $4.1M | 4.9% |
| AF Eupac Fund R6 Manager not matched · Mutual fund | $4.0M | 4.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 4.6% |
| AF TD Income 2025 R6 Manager not matched · Mutual fund | $3.4M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 2.7% |
Added 14 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds Target Date 2015 Fund | $26.5M |
| AddedBlkrk Equity Div I | $4.1M |
| DroppedAmerican Funds Target Date 2025 Fund | $3.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.