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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $72,476 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,697 |
26 funds of $250K or more; 16 lines in all, holding $214M of the plan's $225M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $147M | 68.7% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $20.8M | 9.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.7M | 7.8% |
| FID Sel Technology Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.7M | 2.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $4.5M | 2.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.3M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 1.6% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 1.5% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.7M | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.