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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,562 |
25 funds of $250K or more; 15 lines in all, holding $39.5M of the plan's $41.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $23.7M | 60.1% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $4.2M | 10.7% |
| Harbor Cap App Ret Harbor Capital · Other | $3.5M | 9.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 3.0% |
| John Hancock JH Discpl Value R6 N/R John Hancock (Manulife) · Mutual fund | $1.0M | 2.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $925K | 2.3% |
| NT Extended Equity Market Index Fund Northern Trust · Collective trust Index | $909K | 2.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $796K | 2.0% |
| AF Europac Growth R6 Capital Group · Mutual fund | $689K | 1.7% |
| NT Aggreg Bond Index Northern Trust · Collective trust Index | $555K | 1.4% |
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.
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.