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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
10 funds of $250K or more; 14 lines in all, holding $7.3M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.7M | 78.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $406K | 5.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $353K | 4.8% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $310K | 4.3% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $162K | 2.2% |
| Victory S Estb Val I Victory Capital · Mutual fund | $97K | 1.3% |
| Fidelity Crln E MID CAP GR I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $75K | 1.0% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $50K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30K | 0.4% |
| Fidelity Putn LG CAP VAL A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $25K | 0.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.