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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,290 |
22 funds of $250K or more; 17 lines in all, holding $82.8M of the plan's $83.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index SL Series Fund State Street (SSgA) · Collective trust Index | $29.9M | 36.1% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $22.8M | 27.6% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $6.4M | 7.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.5M | 4.3% |
| NYL Anchor Account) PIMCO Income Instl PIMCO (Allianz) · Insurance contract | $3.4M | 4.1% |
| Benefit-responsive investment contract New York Life · Insurance contract | $2.5M | 3.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $2.4M | 2.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $2.3M | 2.8% |
| Cl VI State Street U.S. Bond Index SL Series State Street (SSgA) · Collective trust Index | $2.0M | 2.4% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.9M | 2.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.