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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,603 |
22 funds of $250K or more; 13 lines in all, holding $258M of the plan's $261M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $185M | 71.8% |
| State Street S&P 500 Fund Class X State Street (SSgA) · Collective trust Index | $30.3M | 11.8% |
| Nylim Winslow Large Cap Growth Class A TIAA (Nuveen) · Mutual fund Possible retail class A | $10.9M | 4.2% |
| BlackRock Advantage Smid Cap Fund, Inc. Class K Mutual fund BlackRock · Mutual fund | $8.1M | 3.1% |
| State Street Russell Small/Mid Cap Fund Class II Common collective trust State Street (SSgA) · Collective trust | $6.1M | 2.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.5M | 1.7% |
| Columbia Trust Dividend Income Institutional Ameriprise (Columbia Threadneedle) · Collective trust | $3.9M | 1.5% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $3.3M | 1.3% |
| State Street Global All Cap Equity Ex-U.S. Class X Common collective trust State Street (SSgA) · Collective trust | $2.8M | 1.1% |
| State Street Real Asset Fund; Class C State Street (SSgA) · Collective trust | $909K | 0.4% |
Added 5 funds, dropped 11 funds, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement (mutual fund, H) to Vanguard Target Retirement 2035 Trust | $146M to $185M |
| ReplacedHighFidelity 500 Index Fund to State Street S&P 500 Fund Class X | $24.2M to $30.3M |
| AddedNylim Winslow Large Cap Growth Class A | $10.9M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.