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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 28 · EIN 13-5674085 | Investment Management | $38,679 |
Filed as: MMA SECURITIES LLC Service code 13 · EIN 22-3570392 | Contract Administrator | $18,718 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,806 |
20 funds hold $37.0M of the plan's $38.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $25.4M | 68.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $4.7M | 12.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.1% |
| Comstock Y Fund Invesco · Mutual fund | $770K | 2.1% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $758K | 2.0% |
| Columbia Small Cap Index I2 Ameriprise (Columbia Threadneedle) · Mutual fund Index | $700K | 1.9% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $678K | 1.8% |
| Massachusetts Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $645K | 1.7% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $565K | 1.5% |
| MFS Mid Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $363K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.