Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,882 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $32,433 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,201 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $18,800 |
27 funds of $250K or more; 18 lines in all, holding $132M of the plan's $133M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $47.5M | 36.0% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.3M | 16.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $19.0M | 14.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.7M | 10.3% |
| Fidelity Growth & Income Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.2M | 3.9% |
| Common/Collective Trust Fidelity Management Trust Company Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $3.7M | 2.8% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.3M | 2.5% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 2.1% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 2.1% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $2.7M | 2.0% |
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.