Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,310 |
10 funds of $250K or more; 17 lines in all, holding $7.2M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $6.6M | 91.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $344K | 4.8% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $158K | 2.2% |
| Amana Growth Inst Fund Manager not matched · Mutual fund | $21K | 0.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $18K | 0.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $17K | 0.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $16K | 0.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $12K | 0.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3K | <0.1% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $3K | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.