Filings through .
Filed January 23, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,737 |
22 funds of $250K or more; 15 lines in all, holding $41.5M of the plan's $42.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $25.4M | 61.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 9.6% |
| Institutional Premium Class Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.1M | 7.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 4.6% |
| Fidelity Managed Income Portfolio II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.7M | 4.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 3.8% |
| Neuberger Core Bond Fund Institutional Class Neuberger Berman · Mutual fund | $1.4M | 3.4% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $768K | 1.8% |
| DFA Small Cap Growth Fund Dimensional · Mutual fund | $501K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $447K | 1.1% |
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighWestern Asset Core Bond Fund Class IS to Neuberger Core Bond Fund Institutional Class | $1.2M to $1.4M |
| ReplacedHighNomura Mid Cap Growth Fund Class R6 to Vanguard Mid-Cap Growth Index Fund | $567K to $768K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.