Filings through .
Filed July 2, 2021
Total covered: 59 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,812 |
29 funds of $250K or more; 21 lines in all, holding $662M of the plan's $674M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $285M | 43.0% |
| Fidelity Contrafund Commingled Pool Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $130M | 19.6% |
| Northern Trust S&P 500 Index Fund DC Non-Lending Tier 3 Northern Trust · Collective trust Index | $78.9M | 11.9% |
| Putnam Stable Value Fund 15 Franklin Templeton · Stable value Stable value | $43.6M | 6.6% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $22.4M | 3.4% |
| Northern Trust Collective Extended Equity Market Index Fund DC Non-Lending Tier 3 Northern Trust · Collective trust Index | $16.6M | 2.5% |
| CF MFS International Growth Fund CL 2 MFS (Sun Life) · Collective trust | $16.3M | 2.5% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $14.6M | 2.2% |
| MFS Large Cap Value CIT CL CT MFS (Sun Life) · Collective trust | $10.9M | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.6M | 1.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom Blend Retirement Commingled Pool Class Q | $2.6M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.