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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,769 |
19 funds of $250K or more; 15 lines in all, holding $36.8M of the plan's $37.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $18.4M | 50.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.8M | 29.3% |
| Nyli W Large Cap Growth I Manager not matched · Other | $1.4M | 3.9% |
| Artisan Mid Cap Inv Artisan Partners · Other | $1.4M | 3.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $1.0M | 2.8% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 2.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 2.7% |
| Plan : 001 Money Market Funds Fidelity (FMR) · Money market Recordkeeper's own fund | $600K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $294K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $286K | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.