Filings through .
Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,523 |
15 funds of $250K or more; 21 lines in all, holding $21.5M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $16.1M | 74.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 7.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 5.3% |
| AB Large CAP Growth Fund INC Advisor Class AllianceBernstein · Mutual fund | $425K | 2.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $282K | 1.3% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $256K | 1.2% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $249K | 1.2% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $233K | 1.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $219K | 1.0% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $212K | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFranklin Rising Dividends Fund Class R6 | $261K |
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 71,097 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.