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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,441 |
17 funds of $250K or more; 18 lines in all, holding $22.7M of the plan's $22.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $15.6M | 68.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 9.2% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $1.7M | 7.6% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $637K | 2.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $410K | 1.8% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $382K | 1.7% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $322K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $315K | 1.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $303K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $280K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
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.