Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,087 |
13 funds hold $25.7M of the plan's $25.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $19.8M | 77.0% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.7M | 10.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.6M | 6.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $364K | 1.4% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund Possible retail class A | $240K | 0.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund Possible retail class A | $208K | 0.8% |
| Vanguard Federal Money Market Fund Vanguard · Money market | $206K | 0.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $202K | 0.8% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $186K | 0.7% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund Possible retail class A | $136K | 0.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.