Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,423 |
9 funds of $250K or more; 14 lines in all, holding $13.8M of the plan's $14.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.3M | 67.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 15.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $639K | 4.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $449K | 3.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $375K | 2.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $188K | 1.4% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $152K | 1.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $136K | 1.0% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $108K | 0.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $107K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.