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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,231 |
10 funds of $250K or more; 38 lines in all, holding $8.5M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.4M | 39.7% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $853K | 10.0% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $739K | 8.7% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $620K | 7.3% |
| Vict Nasdaq 100 R6 Manager not matched · Mutual fund | $406K | 4.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $321K | 3.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $307K | 3.6% |
| Eaton Vance Growth Fund (R6) Morgan Stanley · Mutual fund | $166K | 2.0% |
| American Funds New Perspect R6 Capital Group · Mutual fund | $163K | 1.9% |
| American AF Wash Mutl Inv R6 Capital Group · Mutual fund | $139K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.