Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN5 years Filed as: JP MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $55,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,042 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 60 | Sub-TA Fees | $0 |
12 funds of $250K or more; 18 lines in all, holding $10.4M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.6M | 63.7% |
| Fidelity Advisor 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 11.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $672K | 6.5% |
| Brown Advisory Sustainable Growth IS Brown Advisory · Other | $437K | 4.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $419K | 4.0% |
| Fidelity Advisor Stock Selector Sm Cp Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $247K | 2.4% |
| American American Mutual Fund Class R6 Capital Group · Mutual fund | $125K | 1.2% |
| Fidelity Advisor Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $116K | 1.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $109K | 1.0% |
| Fidelity Advisor Freedom Index Retirement Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $108K | 1.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.