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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
10 funds of $250K or more; 15 lines in all, holding $21.5M of the plan's $21.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 20.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.5M | 16.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 13.7% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.5M | 11.8% |
| Fidelity Growth Strategies Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 7.2% |
| Fidelity Managed Income Portfolio Class 1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.3M | 6.2% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 6.0% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 5.9% |
| Fidelity Equity-Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 5.6% |
| Fidelity Government Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 5.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.