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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $86,811 |
27 funds of $250K or more; 16 lines in all, holding $160M of the plan's $161M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $92.2M | 57.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.7M | 15.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $9.5M | 6.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $4.8M | 3.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.6M | 2.9% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $3.2M | 2.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $3.1M | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 1.6% |
| AS Spl Mid CP Val R6 Manager not matched · Mutual fund | $2.5M | 1.6% |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.