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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,081 |
9 funds of $250K or more; 11 lines in all, holding $9.8M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.8M | 69.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 12.5% |
| Fidelity Growth Discovery Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $840K | 8.6% |
| Fidelity Growth & Income Portfolio Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $384K | 3.9% |
| Janus Henderson Contrarian Fund Class N Janus Henderson · Mutual fund | $164K | 1.7% |
| Wasatch Core Growth Fund Institutional Class Shares Manager not matched · Mutual fund | $104K | 1.1% |
| AMG River Road Small Cap Value Fund Class Z Shares Manager not matched · Mutual fund | $80K | 0.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $74K | 0.7% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $69K | 0.7% |
| Real Estate Securities Fund R-6 Principal · Mutual fund | $42K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.