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 | $48,339 |
12 funds of $250K or more; 19 lines in all, holding $23.1M of the plan's $23.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $16.6M | 72.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 15.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $579K | 2.5% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $478K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $322K | 1.4% |
| Baird Intermediate Bond Fund Institutional Baird · Mutual fund | $305K | 1.3% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $250K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $177K | 0.8% |
| Parnassus Core Equity Fund Investor Shares Affiliated Managers Group · Mutual fund | $167K | 0.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $154K | 0.7% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.