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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,459 |
6 funds of $250K or more; 28 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.3M | 44.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 28.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $364K | 4.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $318K | 4.2% |
| T. Rowe Price Blue Chip Growth Trust T2 T. Rowe Price · Collective trust | $155K | 2.0% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $142K | 1.9% |
| Driehaus Emerging Markets Growth Fund Investor Share Class Manager not matched · Mutual fund | $125K | 1.7% |
| The Gabelli U.S. Treasury Money Market Fund Class I Shares Westwood · Money market | $117K | 1.5% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $115K | 1.5% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $112K | 1.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.