Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
22 funds of $250K or more; 17 lines in all, holding $28.5M of the plan's $30.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $16.2M | 56.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 13.1% |
| TRP Blue Chip Growth T. Rowe Price · Other | $1.9M | 6.7% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $991K | 3.5% |
| J H Triton Class N Manager not matched · Other | $733K | 2.6% |
| FID Intl Capital Appreciation Fidelity (FMR) · Other Recordkeeper's own fund | $723K | 2.5% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $605K | 2.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $562K | 2.0% |
| FID Value Fidelity (FMR) · Other Recordkeeper's own fund | $551K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $508K | 1.8% |
Added 1 fund, dropped 5 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Blue Chip Growth Portfolio | $1.7M |
| DroppedJanus Henderson Triton Fund Class N | $718K |
| ReplacedHighFidelity Value Fund to Neuberger Large Cap Value Fund Class R6 | $614K to $605K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 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.