Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,879 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
27 funds of $250K or more; 21 lines in all, holding $61.7M of the plan's $63.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $19.3M | 31.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.8M | 19.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.7M | 14.1% |
| bl Fidelity Government Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $4.5M | 7.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.4M | 5.5% |
| American Beacon Large Cap Value American Beacon (Resolute) · Other | $2.2M | 3.6% |
| al Fidelity International Discovery Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 3.1% |
| Fidelity Stock Select Small Cap iad Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.4% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 2.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 1.8% |
Added 1 fund, dropped 5 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2030 Fund Class K to Fidelity Freedom 2030 Fund Class K6 | $15.6M to $18.5M |
| Addedbl Fidelity Government Money Market | $4.5M |
| DroppedInc. 401(k) Employee Savings Plan December 31, 2024 Fidelity M | $4.3M |
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.
The auditor signed off without reservation. This is the cleanest opinion.