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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,049 |
24 funds of $250K or more; 17 lines in all, holding $35.0M of the plan's $36.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $16.9M | 48.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.8M | 19.4% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $2.6M | 7.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $2.0M | 5.8% |
| Principal Principal · Mutual fund | $2.0M | 5.8% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $809K | 2.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $777K | 2.2% |
| Loomis Small Cap Growth Natixis IM · Other | $634K | 1.8% |
| Victory Established Value I Victory Capital · Mutual fund | $465K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $387K | 1.1% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedLoomis Sayles Small Cap Growth Fund Class N | $678K |
| DroppedVictory Capital Management Small Opportunity Fund Class R | $354K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.