Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,109 |
28 funds of $250K or more; 26 lines in all, holding $72.4M of the plan's $72.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $27.5M | 37.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $26.8M | 36.9% |
| FA Stable Value I Manager not matched · Stable value Stable value | $3.4M | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 2.6% |
| Cullen EM High Dividend Fund I Manager not matched · Mutual fund | $1.8M | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 1.7% |
| Pgim J Intl Opp R6 Prudential (PGIM) · Mutual fund | $989K | 1.4% |
| Blkrk HI Yld BD Inst BlackRock · Mutual fund | $819K | 1.1% |
| Baird Intermediate Bond Fund Institutional Baird · Mutual fund | $736K | 1.0% |
Added 5 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCullen EM High Dividend Fund I | $1.8M |
| DroppedInvs Develop Mkt Y | $1.5M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $1.3M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.