Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK11+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $48,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,418 |
22 funds of $250K or more; 15 lines in all, holding $41.0M of the plan's $41.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $29.5M | 72.0% |
| Fidelity Advisors Growth Opportunities Func- Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 7.9% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $2.1M | 5.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.7% |
| JPMorgan Mid Cap Growth Fund Class R5 JPMorgan · Mutual fund | $942K | 2.3% |
| Fidelity Advisor Diversified International Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $823K | 2.0% |
| Victory RS Partners Fund Class Y Victory Capital · Mutual fund | $721K | 1.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $630K | 1.5% |
| Fidelity Advisor Stock Selector Mid Cap Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $613K | 1.5% |
| Fidelity Advisor Stable Value Portfolio Class I Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $348K | 0.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.