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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,010 |
10 funds of $250K or more; 12 lines in all, holding $8.1M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.1M | 50.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 20.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.0M | 12.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $491K | 6.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $251K | 3.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $182K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $117K | 1.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $104K | 1.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $89K | 1.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $74K | 0.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.