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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,787 |
8 funds of $250K or more; 26 lines in all, holding $13.5M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.7M | 56.7% |
| T. Rowe Price Retirement T. Rowe Price · Other Target-date, 2 vintages | $1.9M | 14.2% |
| Mip CL 1 Manager not matched · Collective trust | $1.2M | 8.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $938K | 6.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $227K | 1.7% |
| Metwest Tot Rtn BD M TCW · Mutual fund | $179K | 1.3% |
| Pim Real Return Inst Manager not matched · Mutual fund | $178K | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $170K | 1.3% |
| Fidelity Government Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $170K | 1.3% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $147K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.