Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $69,230 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
26 funds of $250K or more; 21 lines in all, holding $41.7M of the plan's $42.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $18.3M | 44.0% |
| Similar Party Value Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.3M | 12.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 11.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 7.1% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.7M | 4.0% |
| Janus Henderson Janus Henderson · Mutual fund | $968K | 2.3% |
| New Perspective Fund Capital Group · Mutual fund | $950K | 2.3% |
| First Eagle Gold Fund First Eagle · Mutual fund | $862K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $814K | 2.0% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $814K | 2.0% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedSimilar Party Value | $5.3M |
| AddedFidelity Balanced Fund Fidelity Advisor Balanced Fund: Class Z | $769K |
| AddedFidelity Freedom Target Retirement | $527K |
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 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.