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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
10 funds of $250K or more; 12 lines in all, holding $12.3M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.2M | 99.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $44K | 0.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $42K | 0.3% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $12K | <0.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $7K | <0.1% |
| Lazard Emerging Markets Equity Advantage Portfolio R6 Shares Lazard · Mutual fund | $4K | <0.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $2K | <0.1% |
| Fidelity MML Barings Inflation-Protected and Income Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1K | <0.1% |
| PIMCO High Yield Spectrum Fund PIMCO (Allianz) · Mutual fund | $671 | <0.1% |
| MFS Blended Research Mid Cap R6 MFS (Sun Life) · Mutual fund | $470 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.