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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,234 |
21 funds of $250K or more; 15 lines in all, holding $29.9M of the plan's $32.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.1M | 53.9% |
| Trp Blue Chip Grth I T. Rowe Price · Other | $3.5M | 11.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 9.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 5.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 3.8% |
| Fidelity Investment Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $975K | 3.3% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $839K | 2.8% |
| I O Intl Growth R6 Manager not matched · Mutual fund | $440K | 1.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $346K | 1.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.