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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,107 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $26,450 |
14 funds of $250K or more; 26 lines in all, holding $13.5M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.2M | 52.9% |
| U.S. Core Equity Fund Dimensional · Mutual fund | $1.1M | 7.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.0M | 7.7% |
| OTC Porfolio Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $728K | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $617K | 4.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $615K | 4.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $313K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $287K | 2.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 1.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $184K | 1.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.