Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FID MGMT TRUST CO5 years Service code 14 · EIN 04-2723880 | Plan Administrator | $183,422 |
23 funds hold $44.6M of the plan's $47.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| MML Barings High Yield Fund MassMutual · Mutual fund | $4.9M | 11.0% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.1M | 9.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 8.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 7.0% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $2.7M | 6.1% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 5.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.2M | 5.0% |
| Fidelity Convertible Securities Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 5.0% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 4.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity China Region Fund | $815K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
David Wartko Fidelity Investments Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.