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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,796 |
15 funds of $250K or more; 30 lines in all, holding $31.9M of the plan's $32.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $14.1M | 44.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 15.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 14.7% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $4.7M | 14.6% |
| Fidelity Large Cap Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $737K | 2.3% |
| Mutual Funds and Money Market Funds: Vanguard Vanguard · Money market | $680K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $430K | 1.3% |
| JPMorgan U.S. Research Enhances Equ JPMorgan · Mutual fund | $320K | 1.0% |
| MFS Growth Equity Fund CL S MFS (Sun Life) · Mutual fund | $307K | 1.0% |
| Vanguard Bal IDX - Admira Vanguard · Mutual fund Index | $264K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.