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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,906 |
13 funds hold $12.6M of the plan's $12.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $6.7M | 52.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 19.5% |
| Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract | $1.7M | 13.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $864K | 6.9% |
| MFS Mid Cap Growth CIT Fee Class CT MFS (Sun Life) · Collective trust | $319K | 2.5% |
| Columbia Dividend Income Fu Ameriprise (Columbia Threadneedle) · Mutual fund | $257K | 2.0% |
| Great Gray Trust EuroPacific Growt Capital Group · Collective trust | $212K | 1.7% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $117K | 0.9% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $16K | 0.1% |
| MassMutual Small Cap Growth Equity CIT Class CT MassMutual · Collective trust | $10K | <0.1% |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.