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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,103 |
12 funds of $250K or more; 7 lines in all, holding $9.4M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.6M | 59.4% |
| State Street S&P 500 Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $2.6M | 27.9% |
| State Street Global All Cap Equity Index Lending Series Fund State Street (SSgA) · Collective trust Index | $488K | 5.2% |
| State Street U.S. Bond Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $394K | 4.2% |
| Vanguard Retirement Savings Trust IV Vanguard · Stable value Stable value | $214K | 2.3% |
| State Street U.S. Inflation Protected Bond Index Series Fund State Street (SSgA) · Collective trust Index | $58K | 0.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $42K | 0.5% |
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.