Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT FINANCIAL, LLC Service code 15 · EIN 37-1895248 | Recordkeeping | $55,508 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,512 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
20 funds of $250K or more; 16 lines in all, holding $29.9M of the plan's $30.7M. From the 2025 filing. Recordkeeper: Summit Financial.
Target-date series: Fidelity Freedom Blend, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $19.9M | 66.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.3M | 11.1% |
| FID ADV Grwth Opps - Z Fidelity (FMR) · Other | $1.6M | 5.5% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $1.1M | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $654K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $537K | 1.8% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $438K | 1.5% |
| Gds Intl Equity ESG R6 Manager not matched · Mutual fund | $435K | 1.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $426K | 1.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $417K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Adv Grwth Opps-Z | $1.4M |
| AddedFidelity International Index Fund | $388K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.