Filings through .
Filed March 27, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $21,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,337 |
14 funds of $250K or more; 20 lines in all, holding $20.5M of the plan's $20.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $14.0M | 68.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2.2M | 10.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 5.4% |
| Fidelity International Capital Appreciation K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $342K | 1.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $321K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $181K | 0.9% |
| Allspring Smid Cap Growth Fund Class R6 Allspring · Mutual fund | $157K | 0.8% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $101K | 0.5% |
| Fidelity Global US Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $99K | 0.5% |
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: 1 rename.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.