Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,840 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947 | Accounting | $799 |
Service code 16 · EIN 04-2530412 | Consulting | $750 |
8 funds of $250K or more; 18 lines in all, holding $7.0M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.8M | 54.6% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 14.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $931K | 13.3% |
| Fidelity Invst GR BD Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $353K | 5.1% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $263K | 3.8% |
| FID Sel Technology Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $249K | 3.6% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $81K | 1.2% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $54K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $53K | 0.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $45K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.