Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,249 |
14 funds of $250K or more; 20 lines in all, holding $38.0M of the plan's $38.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $19.0M | 50.0% |
| Pooled Separate Account New York Life Trust Company New York Life · Insurance contract | $2.5M | 6.6% |
| Retirement 2035 Fund Manager not matched · Mutual fund | $2.2M | 5.7% |
| Retirement 2030 Fund Manager not matched · Mutual fund | $2.1M | 5.5% |
| Retirement 2025 Fund Manager not matched · Mutual fund | $1.9M | 5.1% |
| Retirement 2040 Fund Manager not matched · Mutual fund | $1.7M | 4.6% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 3.4% |
| Retirement 2045 Fund Manager not matched · Mutual fund | $1.2M | 3.2% |
| Retirement 2020 Fund Manager not matched · Mutual fund | $1.2M | 3.1% |
| Retirement 2055 Fund Manager not matched · Mutual fund | $1.2M | 3.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.