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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,280 |
26 funds of $250K or more; 17 lines in all, holding $192M of the plan's $209M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $127M | 66.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.1M | 11.0% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $14.5M | 7.5% |
| Fidelity Mid Cap Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.8M | 3.0% |
| Cost Value Money market: Fidelity Fidelity (FMR) · Money market Recordkeeper's own fund | $4.8M | 2.5% |
| Fidelity Equity Income R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.9M | 2.1% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $3.2M | 1.7% |
| John Hancock Disciplined Value Mid Cap Trust John Hancock (Manulife) · Collective trust | $2.4M | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.1% |
| MFS International Growth Fund (4) MFS (Sun Life) · Mutual fund | $2.2M | 1.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.