Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 04-3042318 | Finders' fees / placement fees | $0 |
9 funds of $250K or more; 19 lines in all, holding $5.2M of the plan's $5.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $3.3M | 63.6% |
| Fidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $491K | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $434K | 8.4% |
| Nuveen Mid Cap Value Fund Class I TIAA (Nuveen) · Mutual fund | $150K | 2.9% |
| Alliance Bernstein Small Cap Growth Portfolio Advisory AllianceBernstein · Mutual fund | $135K | 2.6% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $100K | 1.9% |
| Heritage Fund American Century · Mutual fund | $90K | 1.7% |
| Calvert Small-Cap Fund Class I Morgan Stanley · Mutual fund | $68K | 1.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $67K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $61K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class I | $491K |
| DroppedFidelity Growth Opportunities Fund | $452K |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.