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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $130,521 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $20,819 |
12 funds of $250K or more; 3 lines in all, holding $119M of the plan's $182M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $117M | 97.7% |
| Fidelity Government Money Market K6 Interest bearing cash Fidelity (FMR) · Money market Recordkeeper's own fund | $2.3M | 1.9% |
| Fidelity Freedom Ret IR K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $378K | 0.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom Ret IR K6 | $378K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.