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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$412 |
23 funds of $250K or more; 20 lines in all, holding $31.7M of the plan's $31.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.4M | 26.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.2M | 19.6% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.1M | 16.1% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 8.7% |
| Fidelity OTC Portfolio Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 6.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 3.3% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 3.3% |
| Columbia Dividend Income Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $941K | 3.0% |
| Pgim Jennison MID-CAP Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $760K | 2.4% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $673K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 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.