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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,518 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,949 |
24 funds of $250K or more; 14 lines in all, holding $34.6M of the plan's $35.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $19.4M | 55.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 10.1% |
| American Balanced Fund Capital Group · Mutual fund | $2.2M | 6.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $2.1M | 6.1% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 3.0% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $941K | 2.7% |
| Capital Income Builder Capital Group · Mutual fund | $901K | 2.6% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $828K | 2.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $710K | 2.1% |
Added 5 funds, dropped 5 funds, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2045 Fund Investor Shares to Fidelity Freedom Index 2035 Fund | $13.9M to $19.4M |
| ReplacedHighJPMorgan Large Cap Growth Fund to Vanguard Growth Index Fund Investor Shares | $1.3M to $2.1M |
| AddedVanguard Intermediate-Term Bond Index Fund Investor Shares | $1.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.