Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,271 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $79,533 |
21 funds of $250K or more; 18 lines in all, holding $79.0M of the plan's $79.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $54.2M | 68.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.5M | 15.8% |
| Black Rock R BlackRock · Other | $3.1M | 3.9% |
| Hartford Schroders International SDR Hartford Funds · Mutual fund | $2.0M | 2.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.4M | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.5% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $993K | 1.3% |
| Standard Insurance Company Stable Asset 2 StanCorp (Meiji Yasuda) · Insurance contract | $810K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $754K | 1.0% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $624K | 0.8% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJohn Hancock Bond Fund R6 to John Hancock Bond Fund Class R6 | $810K to $993K |
| AddedMFS Mid Cap Value Fund | $624K |
| DroppedCarillon Eagle Mid Cap Growth Fund Class R-6 | $608K |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.