Filings through .
Filed May 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC11+ years Service code 55 · EIN 13-3180631 | Other Commissions | $70,012 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,450 |
4 funds of $250K or more; 11 lines in all, holding $25.4M of the plan's $26.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 0% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.4M | 88.1% |
| MFS MFS (Sun Life) · Mutual fund | $1.3M | 5.0% |
| JP Morgan JPMorgan · Other | $1.0M | 4.0% |
| Invesco Invesco · Mutual fund | $255K | 1.0% |
| Fidelity FA Large Cap A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $207K | 0.8% |
| RS Funds Manager not matched · Mutual fund | $155K | 0.6% |
| BNY BNY · Other | $55K | 0.2% |
| Eaton Vance Morgan Stanley · Other | $27K | 0.1% |
| Fidelity Investments FA Freedom Inc A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $21K | <0.1% |
| Templeton Franklin Templeton · Other | $21K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.