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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,320 |
27 funds of $250K or more; 16 lines in all, holding $210M of the plan's $216M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 14 vintagesRecordkeeper's own fund | $144M | 68.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $27.6M | 13.2% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $15.2M | 7.2% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $2.8M | 1.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $2.6M | 1.2% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Collective trust | $2.5M | 1.2% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 1.1% |
| NT Extended Equity Market Index Fund Northern Trust · Collective trust Index | $2.0M | 1.0% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $1.9M | 0.9% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $1.8M | 0.9% |
Added 1 fund, dropped 2 funds, likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustFidelity Freedom 2035 Fund to Fidelity Freedom 2050 Trust | $119M to $144M |
| DroppedFidelity Growth Company Fund | $13.7M |
| ReplacedHighJPMorgan Mid Cap Value Fund to MFS Mid Cap Value Fund | $2.6M to $2.5M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.