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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,590 |
Service code 27 · EIN 91-2096181 | Advisory (Plan) | $39,067 |
14 funds of $250K or more; 16 lines in all, holding $24.4M of the plan's $24.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.8M | 73.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 8.3% |
| Victory Sycamore Small Company Opportunity Fund Class R6 Victory Capital · Mutual fund | $688K | 2.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $344K | 1.4% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $227K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $212K | 0.9% |
| Columbia Trust Stable Government I-0 Fund Ameriprise (Columbia Threadneedle) · Collective trust | $201K | 0.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $138K | 0.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $123K | 0.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.