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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,073 |
20 funds of $250K or more; 14 lines in all, holding $38.9M of the plan's $39.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $21.3M | 54.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.2M | 23.7% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 6.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $830K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $724K | 1.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $625K | 1.6% |
| T. Rowe Price Equity Income Fund-I Class T. Rowe Price · Mutual fund | $555K | 1.4% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $523K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $519K | 1.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.