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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,910 |
ROCCO J. RICCIARDI, CPA1 year Filed as: ROCCO MANCINI Service code 27 · EIN 04-3708548 | Advisory (Plan) | $10,583 |
6 funds of $250K or more; 18 lines in all, holding $4.5M of the plan's $4.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $3.0M | 65.4% |
| FID 500 Index Fidelity 500 Index Fund (tracks S&P 500) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $901K | 19.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $95K | 2.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $92K | 2.0% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $89K | 2.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $60K | 1.3% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $55K | 1.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $53K | 1.2% |
| Columbia Emerging Markets Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $49K | 1.1% |
| Fidelity Intl Cap Appr K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $35K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.