Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,553 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,686 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,593 |
8 funds of $250K or more; 32 lines in all, holding $8.8M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray FlexFIT+ Moderate 2035 Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.8M | 20.3% |
| Great Gray flexFIT+ Moderate 2055 Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.2M | 13.1% |
| Great Gray FlexFIT+ Moderate 2045 Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.0M | 11.8% |
| Great Gray FlexFIT+ Moderate Retirement Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.0M | 11.5% |
| Great Gray FlexFIT+ Aggressive 2035 Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $582K | 6.6% |
| Great Gray flexFIT+ Conservative 2035 Fund Cl Manager not matched · Collective trust | $479K | 5.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $389K | 4.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $337K | 3.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $203K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $193K | 2.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity flexFIT+ Conservative 203 | $390K |
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.
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.