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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,431 |
26 funds of $250K or more; 19 lines in all, holding $132M of the plan's $133M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $33.8M | 25.7% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $32.6M | 24.7% |
| Fidelity 500 Index Investor Fund a Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22.0M | 16.7% |
| Fidelity Growth Company Fund a Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $14.5M | 11.0% |
| Janus Henderson Research Fund Class I a Janus Henderson · Mutual fund | $6.7M | 5.1% |
| Fidelity Low-Priced Stock Fund Fidelity Advisor Low-Priced Stock Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.9M | 3.0% |
| Principal PIF Mid Cap EQ IV Principal · Mutual fund Possible retail class A | $3.8M | 2.9% |
| Fidelity Mid-Cap Stock Fund Fidelity Advisor Mid-Cap Stock Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.1M | 2.3% |
| Fidelity Diversified International - Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.4M | 1.8% |
| Fidelity Puritan Fund a Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.2M | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.