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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $32,227 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
18 funds of $250K or more; 11 lines in all, holding $38.1M of the plan's $58.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.8M | 28.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.6M | 25.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 15.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 7.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2.6M | 6.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 4.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 3.6% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.2M | 3.3% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 2.8% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $646K | 1.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.