Filings through .
Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,975 |
16 funds of $250K or more; 14 lines in all, holding $39.8M of the plan's $40.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $32.9M | 82.5% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 4.6% |
| Fidelity Investments Money Market Government Portfolio Fidelity (FMR) · Money market Recordkeeper's own fund | $740K | 1.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $688K | 1.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $468K | 1.2% |
| Calvert US Morgan Stanley · Mutual fund | $268K | 0.7% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $210K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $151K | 0.4% |
| JPM Midcap Value L JPMorgan · Other | $147K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.