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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,830 |
23 funds of $250K or more; 20 lines in all, holding $58.9M of the plan's $60.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $14.5M | 24.6% |
| Fidelity Growth Companies Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.9M | 16.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.6M | 11.2% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $5.6M | 9.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 7.9% |
| Principal Blue Chip Equity Fund Principal · Mutual fund | $3.5M | 5.9% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $2.9M | 4.9% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 3.8% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $2.2M | 3.7% |
| Blackrock R2000 Index BlackRock · Collective trust Index | $1.5M | 2.6% |
Dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Mid-Cap Index Fund to Fidelity Mid Cap Index Fund | $786K to $933K |
| DroppedMid Cap Value Fund | $805K |
| DroppedFidelity Government Income Fund | $444K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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 61,314 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.