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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,824 |
21 funds of $250K or more; 16 lines in all, holding $65.6M of the plan's $66.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $26.1M | 39.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $19.3M | 29.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.0M | 10.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $3.5M | 5.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.5M | 3.8% |
| Calvert US Large Cap CRI I Morgan Stanley · Mutual fund | $1.8M | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $728K | 1.1% |
| DFA Global Real Estate Fund Dimensional · Mutual fund | $631K | 1.0% |
Added 2 funds, dropped 4 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $10.5M to $19.3M |
| DroppedU.S. Core Equity 1 Portfolio - Institutional Class | $5.6M |
| DroppedU.S. Core Equity 2 Portfolio - Institutional Class | $1.9M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.