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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC10+ years Filed as: BRIGHTON JONES Service code 27 · EIN 91-2007475 | Advisory (Plan) | $68,450 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,466 |
24 funds of $250K or more; 15 lines in all, holding $46.5M of the plan's $49.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $26.7M | 57.4% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $6.9M | 14.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 10.3% |
| DFA US Core Equity 1 2 Dimensional · Mutual fund | $1.5M | 3.2% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $1.5M | 3.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $797K | 1.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $699K | 1.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $661K | 1.4% |
| Fidelity Short-Term Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $609K | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $529K | 1.1% |
Added 4 funds, dropped 4 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2030 Fund Investor Shares to Fidelity Freedom Index 2035 Fund Institutional Premium Class | $24.5M to $26.7M |
| ReplacedHighVanguard Total Stock Market Index Fund Investor Shares to Fidelity Total Market Index Fund | $4.0M to $4.8M |
| AddedDFA US Core Equity 1 2 | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.