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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,644 |
17 funds of $250K or more; 13 lines in all, holding $23.0M of the plan's $31.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.1M | 35.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 25.9% |
| TRP Blue Chip Grth I T. Rowe Price · Other | $3.0M | 13.2% |
| FID Total Intl IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $1.3M | 5.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $986K | 4.3% |
| TRP DIV Growth I T. Rowe Price · Other | $862K | 3.7% |
| FID SM CAP IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $601K | 2.6% |
| FID MID CAP IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $481K | 2.1% |
| AF Wash Mutl Inv R6 Capital Group · Mutual fund | $433K | 1.9% |
| FID Real Estate IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $386K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.