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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,647 |
18 funds hold $16.4M of the plan's $17.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.6M | 52.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.5M | 15.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 9.3% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $555K | 3.4% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $513K | 3.1% |
| Baron Capital Baron Growth Fund Capital Group · Mutual fund | $386K | 2.4% |
| Fidelity International Cap Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $362K | 2.2% |
| JPMorgan U.S. Small Company Fund Class I JPMorgan · Mutual fund | $355K | 2.2% |
| Eaton Vance Income Fund Morgan Stanley · Mutual fund | $304K | 1.9% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $283K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.