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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,981 |
13 funds of $250K or more; 17 lines in all, holding $43.3M of the plan's $44.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $34.0M | 78.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 13.7% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $755K | 1.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $454K | 1.0% |
| Columbia Trust Dividend Income Fund CAP Ameriprise (Columbia Threadneedle) · Collective trust | $386K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $248K | 0.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $231K | 0.5% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $195K | 0.4% |
| SmallCap Value Fund II R-6 Principal · Mutual fund | $187K | 0.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $186K | 0.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.