Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,058 |
CITRUS GROUP1 year Service code 10 · EIN 39-3401992 | Accounting | $0 |
9 funds of $250K or more; 4 lines in all, holding $7.3M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $6.3M | 85.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $698K | 9.5% |
| Stable Value Account (Short Manager not matched · Insurance contract | $292K | 4.0% |
| Term Investment Fund) LS Infl Pro Sec N Manager not matched · Mutual fund | $63K | 0.9% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2030 Fund to Fidelity Freedom 2035 Fund Class K6 | $1.1M to $6.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.