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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $136,130 |
Service code 27 · EIN 47-2717610 | Advisory (Plan) | $91,331 |
25 funds of $250K or more; 19 lines in all, holding $93.9M of the plan's $96.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $67.7M | 72.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $12.9M | 13.8% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $2.9M | 3.0% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.5M | 1.6% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund Possible retail class A | $1.3M | 1.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $1.0M | 1.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $824K | 0.9% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $818K | 0.9% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund Possible retail class A | $765K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $656K | 0.7% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Investor A to T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class | $318K to $765K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.