Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, P.C. Service code 10 · EIN 04-3138777 | Accounting | $30,756 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$89,598 |
29 funds of $250K or more; 24 lines in all, holding $103M of the plan's $110M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $31.2M | 30.2% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $19.1M | 18.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.8M | 12.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.9M | 9.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $5.0M | 4.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 3.0% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 2.9% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.