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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,100 |
19 funds of $250K or more; 17 lines in all, holding $22.0M of the plan's $22.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $5.3M | 24.3% |
| Mutual Funds Vanguard Vang G Vanguard · Mutual fund | $4.7M | 21.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 12.0% |
| Stable Value Fund Principal · Insurance contract | $2.0M | 9.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.7M | 7.7% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $1.5M | 6.8% |
| American AF CAPl WLD Growth & Income Fund Capital Group · Mutual fund | $828K | 3.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $756K | 3.4% |
| Vanguard High Dividend Yield Index Fund Vanguard · Mutual fund Index | $686K | 3.1% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $385K | 1.7% |
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: 5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.