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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,284 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,863 |
29 funds of $250K or more; 19 lines in all, holding $92.5M of the plan's $92.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $46.8M | 50.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.8M | 10.5% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.7M | 9.4% |
| T. Rowe Price T. Rowe Price · Mutual fund | $5.3M | 5.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $3.5M | 3.7% |
| borrower, lessor, or similar interest, collateral, par, or Common/collective trust funds: Fidelity Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.1M | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 2.6% |
| Pim Total RT Inst PIMCO (Allianz) · Mutual fund | $2.4M | 2.5% |
| Federated Hermes FH UST Cash RSV IS Federated Hermes · Money market | $2.0M | 2.1% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 1.8% |
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.