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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,872 |
26 funds of $250K or more; 18 lines in all, holding $78.9M of the plan's $85.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $42.9M | 54.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.9M | 16.4% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $5.2M | 6.5% |
| Ultra Fund American Century · Mutual fund | $4.4M | 5.5% |
| Wells Fargo Stable Return Fund Allspring · Collective trust | $3.4M | 4.3% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $2.6M | 3.3% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.5M | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 1.8% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $1.0M | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $997K | 1.3% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.