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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,568 |
2 funds of $250K or more; 15 lines in all, holding $1.5M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.5M | 97.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $18K | 1.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5K | 0.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2K | 0.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $2K | 0.1% |
| Bond Fund OF America Capital Group · Mutual fund | $1K | <0.1% |
| PIMCO RAE US Small Fund PIMCO (Allianz) · Mutual fund | $885 | <0.1% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $830 | <0.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $727 | <0.1% |
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.
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.
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.