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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,233 |
20 funds of $250K or more; 13 lines in all, holding $21.5M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $12.7M | 59.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $2.4M | 11.1% |
| Fidelity 500 Index Adv Fund PR Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 9.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $817K | 3.8% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $732K | 3.4% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $638K | 3.0% |
| December 31, 2025 Fidelity Managed Income Portfolio Fidelity (FMR) · Collective trust Recordkeeper's own fund | $594K | 2.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $455K | 2.1% |
| Fidelity Strategic Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $389K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $266K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.