Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,624 |
17 funds hold $40.3M of the plan's $40.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $27.4M | 68.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $7.1M | 17.6% |
| Money Market Fund Vanguard Vanguard · Money market | $1.1M | 2.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $877K | 2.2% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $867K | 2.2% |
| Vang Ftse AW Index Adm Vanguard · Mutual fund Index | $776K | 1.9% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 1 vintage | $772K | 1.9% |
| Global I Dodge & Cox · Mutual fund | $382K | 0.9% |
| Fidelity MIP CL 2 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $330K | 0.8% |
| Fidelity Boston Trust Smid Cap Boston Trust Walden · Mutual fund | $302K | 0.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.