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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,857 |
11 funds of $250K or more; 13 lines in all, holding $10.9M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.7M | 43.1% |
| Investment CO OF America Capital Group · Mutual fund | $3.0M | 27.7% |
| Vanguard Federal Market Vanguard · Mutual fund | $810K | 7.4% |
| American Balanced Fund Capital Group · Mutual fund | $748K | 6.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $507K | 4.7% |
| Bond Fund OF America Capital Group · Mutual fund | $300K | 2.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $294K | 2.7% |
| Eupac Fund Capital Group · Mutual fund | $183K | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $144K | 1.3% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $96K | 0.9% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.