Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $46,404 |
Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,855 |
8 funds of $250K or more; 26 lines in all, holding $6.7M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FID FDM IDX 2030 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $1.3M | 19.7% |
| FID FDM IDX 2025 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $986K | 14.8% |
| FID FDM IDX 2035 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $922K | 13.8% |
| FID FDM IDX 2055 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $672K | 10.1% |
| FID FDM IDX 2040 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $578K | 8.7% |
| FID FDM IDX 2045 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $577K | 8.7% |
| FID FDM IDX 2050 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $537K | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $316K | 4.7% |
| FID FDM IDX 2060 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $229K | 3.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $164K | 2.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.