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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,463 |
24 funds of $250K or more; 29 lines in all, holding $110M of the plan's $111M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.5M | 20.4% |
| American Funds American Mutual Capital Group · Mutual fund | $9.8M | 8.9% |
| Ballie Gifford Emerging Markets Ballie Gifford Funds Manager not matched · Mutual fund | $8.7M | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 7.4% |
| Royce Opportunity The Royce Funds Franklin Templeton · Collective trust | $6.5M | 5.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $5.8M | 5.3% |
| Harbor Small Cap Harbor Funds Harbor Capital · Mutual fund | $5.7M | 5.2% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.9M | 4.4% |
| Blend 2050 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 4.1% |
| Blend 2040 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.8M | 3.5% |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.