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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$89,743 |
26 funds of $250K or more; 17 lines in all, holding $209M of the plan's $210M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $58.0M | 27.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $41.1M | 19.7% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $30.8M | 14.8% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $14.5M | 6.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.2M | 5.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $9.2M | 4.4% |
| William Blair Small-Mid Cap Growth Fund William Blair · Mutual fund | $8.3M | 4.0% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $7.3M | 3.5% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $6.2M | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.1M | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.