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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,919 |
8 funds of $250K or more; 18 lines in all, holding $7.9M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.5M | 69.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $262K | 3.3% |
| New Perspective Fund Capital Group · Mutual fund | $146K | 1.8% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $125K | 1.6% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $125K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $119K | 1.5% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $108K | 1.4% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $98K | 1.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $93K | 1.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.