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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,430 |
PYA, P.C.8 years Service code 10 · EIN 62-1517792 | Accounting | $11,657 |
20 funds of $250K or more; 17 lines in all, holding $44.4M of the plan's $45.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $15.7M | 35.3% |
| 2 E Am Manager not matched · Other | $5.9M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 10.2% |
| Fidelity Growth Company Commingled Pool Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.6M | 8.1% |
| JPMorgan Small Cap Value Fund Class R6 JPMorgan · Mutual fund | $3.3M | 7.4% |
| Focused Large CAP Value Fund R6 Class American Century · Mutual fund | $2.9M | 6.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.6M | 5.9% |
| AF TD Income 2025 R6 Capital Group · Mutual fund | $2.0M | 4.5% |
| Fidelity MIP CL 2 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 3.3% |
| AF TD Income 2020 R6 Capital Group · Mutual fund | $532K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $2.6M |
| DroppedAF Europac Growth R6 | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.