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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,829 |
9 funds of $250K or more; 13 lines in all, holding $9.5M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Total U.S. Stock Market Index Fund BlackRock · Mutual fund Index | $3.3M | 34.6% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.3M | 34.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $803K | 8.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $709K | 7.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $596K | 6.2% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $244K | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $231K | 2.4% |
| Wilmington U.S. Treasury Money Market Fund M&T (Wilmington Trust) · Money market | $114K | 1.2% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $106K | 1.1% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $52K | 0.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.