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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $30,287 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $12,355 |
9 funds of $250K or more; 12 lines in all, holding $8.9M of the plan's $12.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $7.3M | 82.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $527K | 5.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $259K | 2.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $244K | 2.8% |
| Vanguard Ext Market Income Fund Vanguard · Mutual fund | $207K | 2.3% |
| Loomis Sayles Small Cap Growth Fund Natixis IM · Mutual fund | $146K | 1.6% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $78K | 0.9% |
| Fidelity Government Money Market Registered Investment Company Fidelity (FMR) · Money market Recordkeeper's own fund | $25K | 0.3% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $25K | 0.3% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $4K | <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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.