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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,575 |
401(K) ADVISORS INC1+ years Filed as: 401K ADVISORS INC Service code 15 · EIN 33-0905143 | Recordkeeping | $14,088 |
22 funds hold $27.5M of the plan's $27.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, other, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Other Target-date, 7 vintages | $5.9M | 21.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $3.9M | 14.3% |
| FID 500 IND Fidelity (FMR) · Other | $3.4M | 12.4% |
| FID Free Indx Trgtdt 2040 CL T Fidelity (FMR) · Other Index | $2.1M | 7.5% |
| FID Free Indx Trgtdt 2045 CL T Fidelity (FMR) · Other Index | $1.6M | 5.7% |
| FID Free Indx Trgtdt 2030 CL T Fidelity (FMR) · Other Index | $1.4M | 5.1% |
| JAN Henderson Enterprise N Janus Henderson · Other | $1.2M | 4.3% |
| FID Free IDX Targetdate 2025 T Fidelity (FMR) · Other Index | $1.0M | 3.7% |
| FID Inst AM TTL Intl Equity N Fidelity (FMR) · Other | $940K | 3.4% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $807K | 2.9% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.