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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,938 |
7 funds of $250K or more; 17 lines in all, holding $5.5M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.2M | 75.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $581K | 10.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $194K | 3.5% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $76K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $68K | 1.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $63K | 1.1% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $60K | 1.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $53K | 1.0% |
| Pgim Jennison MID-CAP Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $53K | 1.0% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $52K | 0.9% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.