Filings through .
Filed January 6, 2026 (most recent of 3 filings on file)
Street address, email and phone are on Pro, free for 7 days.
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $29,431 |
1 fund holds $9.8M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Pension Journey 60/40 Commingled Fidelity (FMR) · Collective trust | $9.8M | 100.0% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Charles Gotard Fidelity Investments Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.