Filings through .
Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,101 |
17 funds of $250K or more; 18 lines in all, holding $26.5M of the plan's $26.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $15.4M | 58.0% |
| Par, or Maturity Value Cost Value Mutual Funds Fidelit Manager not matched · Mutual fund | $3.9M | 14.8% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 9.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 6.0% |
| Wilmington U.S. Treasury Money Market Fund M&T (Wilmington Trust) · Money market | $512K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $360K | 1.4% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $352K | 1.3% |
| Vang Infl Prot Adm Vanguard · Mutual fund | $352K | 1.3% |
| Artisan International Fund Artisan Partners · Mutual fund | $272K | 1.0% |
| Vanguard Equity Adm Fund Vanguard · Mutual fund | $260K | 1.0% |
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.