Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LANCE SOLL & LUNGHARD LLP5 years Filed as: LANCE, SOLL & LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,148 |
12 funds of $250K or more; 21 lines in all, holding $12.6M of the plan's $14.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $7.9M | 62.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 12.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 9.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $321K | 2.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $266K | 2.1% |
| Invs Divrs Divd R5 Invesco · Mutual fund | $255K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $198K | 1.6% |
| Victory S Estb Val A Victory Capital · Mutual fund Possible retail class A | $172K | 1.4% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $169K | 1.3% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $145K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Government Money Market Fund | $422K |
| AddedInvs Divrs Divd R5 | $255K |
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 71,410 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.