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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,316 |
12 funds of $250K or more; 18 lines in all, holding $8.3M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.7M | 56.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $604K | 7.2% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $574K | 6.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $550K | 6.6% |
| Wilmington Mid Cap Value Fund R1 Great Gray · Collective trust | $444K | 5.3% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $412K | 4.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $204K | 2.4% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $177K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $171K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $167K | 2.0% |
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.