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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
6 funds of $250K or more; 9 lines in all, holding $5.1M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $3.5M | 68.0% |
| AF TD Income 2015 R6 Capital Group · Mutual fund | $1.0M | 20.4% |
| reported at contract value FID 500 Index Fidelity (FMR) · Insurance contract IndexRecordkeeper's own fund | $201K | 4.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $184K | 3.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $141K | 2.8% |
| fully benefit-responsive investment contract; ; Putnam Stable Value Franklin Templeton · Stable value Stable value | $49K | 1.0% |
| label) AM Cent SM CAP GR R6 Manager not matched · Mutual fund | $6K | 0.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6K | 0.1% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $486 | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.