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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 47-0826838 | Other Commissions | $20,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,531 |
8 funds of $250K or more; 10 lines in all, holding $6.6M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.7M | 70.8% |
| Cost Value Mutual Funds Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 19.7% |
| Fidelity Govt Mmkt Adv M Fidelity (FMR) · Money market Recordkeeper's own fund | $439K | 6.7% |
| Fidelity FA Freedom Retire M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $89K | 1.4% |
| Nationwide NWD S&P 500 Index R Nationwide · Mutual fund Index | $39K | 0.6% |
| MFS Mid Cap Growth Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $25K | 0.4% |
| Franklin Templeton, CBA LG CAP GR R Franklin Templeton · Mutual fund | $18K | 0.3% |
| Columbia Threadneedle COL Contrarn Core R Ameriprise (Columbia Threadneedle) · Mutual fund | $6K | <0.1% |
| Columbia Threadneedle COL Dividend INC R Ameriprise (Columbia Threadneedle) · Mutual fund | $6K | <0.1% |
| Janus Henderson J H Triton R Janus Henderson · Mutual fund | $858 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.