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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $35,399 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,776 |
21 funds of $250K or more; 12 lines in all, holding $38.9M of the plan's $39.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $17.9M | 46.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.3M | 13.5% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 12.9% |
| John Hancock Enterprise N Fund John Hancock (Manulife) · Mutual fund | $3.0M | 7.7% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $1.9M | 4.8% |
| Fidelity Advisor Stable Value III Fund Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.2M | 3.1% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.2M | 3.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $952K | 2.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $811K | 2.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $723K | 1.9% |
Covers 61,314 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.
The auditor signed off without reservation. This is the cleanest opinion.