Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,883 |
16 funds of $250K or more; 21 lines in all, holding $15.5M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.4M | 54.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 16.1% |
| New World Fund (R6) Capital Group · Mutual fund | $816K | 5.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $603K | 3.9% |
| THE Hartford International Opportunities Fund Class Y Hartford Funds · Mutual fund | $574K | 3.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $407K | 2.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $304K | 2.0% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $258K | 1.7% |
| Fidelity Multi-Asset Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $258K | 1.7% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $215K | 1.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Multi-Asset Index Fund | $258K |
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 60,908 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.