Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,149 |
10 funds of $250K or more; 28 lines in all, holding $14.4M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FlexPath+MOD 2055 R1 Manager not matched · Collective trust | $3.3M | 22.9% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $2.5M | 17.2% |
| Flexpath Mod 2045 R1 Manager not matched · Collective trust | $2.0M | 14.0% |
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $1.4M | 9.9% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $1.3M | 8.9% |
| Flexpath+agr 2055 R1 Manager not matched · Collective trust | $822K | 5.7% |
| Large CP Value I1 Manager not matched · Collective trust | $677K | 4.7% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $671K | 4.6% |
| Stable Value Fund I1 Manager not matched · Stable value Stable value | $286K | 2.0% |
| BR EAFE Equity Index Manager not matched · Collective trust Index | $254K | 1.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBR EAFE Equity Index | $254K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.