Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $325 |
20 funds hold $30.0M of the plan's $30.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $15.1M | 50.2% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $6.1M | 20.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.8M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 6.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.7M | 5.7% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $826K | 2.8% |
| ClearBridge International Growth Fund Class IS Franklin Templeton · Mutual fund | $801K | 2.7% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $652K | 2.2% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $371K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $359K | 1.2% |
Added 4 funds, dropped 7 funds, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2030 Fund Class K to Fidelity Freedom 2030 Fund Class K6 | $11.5M to $15.1M |
| AddedT. Rowe Price Large-Cap Growth Fund-I Class | $6.1M |
| DroppedFidelity Blue Chip Growth Fund Class K | $2.9M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.