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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,744 |
16 funds of $250K or more; 21 lines in all, holding $63.0M of the plan's $64.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $50.9M | 80.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.4M | 10.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 3.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $943K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $845K | 1.3% |
| Fidelity Putn Lg Cap Value R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $362K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $356K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $328K | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $190K | 0.3% |
| Pgim Total Return Bond R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $145K | 0.2% |
Dropped 1 fund, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Af Trgt Date R6 (mutual fund, R6) to American Funds Target Date 2030 Fund | $44.7M to $50.9M |
| ReplacedHighFidelity JPM LG CAP Growth R6 to JPMorgan Large Cap Growth Fund Class R6 | $1.8M to $1.9M |
| DroppedFidelity MFS International Division R6 | $263K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.