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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $55,753 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,100 |
22 funds of $250K or more; 24 lines in all, holding $23.0M of the plan's $23.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $7.0M | 30.5% |
| Mutual Funds - bd Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.3M | 14.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 4 vintagesRecordkeeper's own fund | $2.6M | 11.4% |
| MFS Investment Management Growth Fund Class R3 MFS (Sun Life) · Mutual fund | $2.0M | 8.7% |
| BNY Mellon S&P 500 Index Fund BNY · Mutual fund Index | $1.3M | 5.5% |
| Fidelity Management Trust Company Dividend Growth A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.1M | 5.0% |
| Columbia Management Investment Services Mid Cap Index A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $1.1M | 5.0% |
| Fidelity Management Trust Company Diversified International A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $793K | 3.5% |
| Fidelity Advisor Total International Equity Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $606K | 2.6% |
| Columbia Management Investment Services Small Cap Index A Ameriprise (Columbia Threadneedle) · Mutual fund Index | $511K | 2.2% |
Added 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustFidelity Diversified International - Class A to Fidelity Management Trust Company Diversified International A | $714K to $793K |
| AddedPIMCO Income Fund Institutional | $298K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.