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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,216 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,273 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
6 funds of $250K or more; 14 lines in all, holding $6.7M of the plan's $7.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement Manager not matched · Mutual fund Target-date, 9 vintages | $5.9M | 87.5% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $139K | 2.1% |
| FID Infl-P BD IDX Fidelity (FMR) · Other Index | $134K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $127K | 1.9% |
| DFA Short Dur Real Rtn Inst Dimensional · Mutual fund | $125K | 1.9% |
| FID 500 IND Fidelity (FMR) · Other | $77K | 1.1% |
| First Eagle Gold Fund Class R6 First Eagle · Mutual fund | $56K | 0.8% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $53K | 0.8% |
| Fidelity Advisor Energy Fund Class Z Fidelity (FMR) · Mutual fund | $47K | 0.7% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 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.
The auditor signed off without reservation. This is the cleanest opinion.