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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,700 |
1 fund of $250K or more; 16 lines in all, holding $2.3M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.8M | 77.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $161K | 7.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $95K | 4.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $71K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $54K | 2.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $29K | 1.3% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $21K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $21K | 0.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 0.8% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $16K | 0.7% |
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.
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.