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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $37,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,229 |
32 funds of $250K or more; 24 lines in all, holding $52.6M of the plan's $54.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $28.1M | 53.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.0M | 13.3% |
| Govt Money Market Manager not matched · Money market | $2.8M | 5.4% |
| Columbia Seligman Technology and Information Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.7M | 5.1% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $1.8M | 3.5% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $1.8M | 3.4% |
| Putnam Large Vap Value Franklin Templeton · Mutual fund | $1.3M | 2.4% |
| Calvert Equity Fund Morgan Stanley · Mutual fund | $913K | 1.7% |
| International Index Fund Manager not matched · Mutual fund Index | $743K | 1.4% |
| Capital and Income Manager not matched · Other | $594K | 1.1% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.