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6 funds of $250K or more; 4 lines in all, holding $9.0M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.0M | 33.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 32.6% |
| Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.0M | 22.1% |
| Held AT END OF Year) AS OF December 31, 2024 Money Market: Fidelity Management Trust Company Fidelity (FMR) · Money market Recordkeeper's own fund | $1.0M | 11.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.