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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $29,516 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,808 |
23 funds of $250K or more; 17 lines in all, holding $48.3M of the plan's $65.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $23.9M | 49.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.0M | 28.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.6M | 9.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $686K | 1.4% |
| Fkln Rising Divs R6 Manager not matched · Mutual fund | $671K | 1.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $655K | 1.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $636K | 1.3% |
| Thornburg Int Val R6 Thornburg · Mutual fund | $471K | 1.0% |
| AS Spl SM Cap Val R6 Manager not matched · Mutual fund | $430K | 0.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.