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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 13-3180631 | Other Commissions | $241,802 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,514 |
34 funds of $250K or more; 23 lines in all, holding $298M of the plan's $299M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $107M | 36.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $60.8M | 20.4% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $24.5M | 8.2% |
| Fidelity Advisor Strategic Income Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.8M | 3.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $10.0M | 3.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $9.6M | 3.2% |
| THE Hartford Equity Income Fund Class Y Hartford Funds · Mutual fund | $7.4M | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.9M | 2.3% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $6.8M | 2.3% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $6.4M | 2.1% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Rising Dividends Fund Class R6 to Investment CO OF America Class R-6 | $6.5M to $6.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.