Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,056 |
15 funds of $250K or more; 22 lines in all, holding $17.9M of the plan's $18.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.0M | 50.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 14.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 8.6% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $960K | 5.4% |
| Galliard Stable Return Fund Allspring · Collective trust | $870K | 4.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $469K | 2.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $452K | 2.5% |
| JPMorgan Corporate Bond Fund Class R6 JPMorgan · Mutual fund | $292K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $254K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $240K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.