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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $230,435 |
IFAM CAPITAL5 years Service code 27 · EIN 47-2600132 | Advisory (Plan) | $49,271 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 | Advisory (Plan) | $27,928 |
22 funds of $250K or more; 14 lines in all, holding $74.8M of the plan's $76.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $57.6M | 77.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 7.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.5% |
| Invesco Stable Value Fund III Invesco · Stable value Stable value | $939K | 1.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $891K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $799K | 1.1% |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Cohen & Steers · Mutual fund | $526K | 0.7% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedInvesco Stbl Val III | $655K |
| AddedCohen & Steers Real Estate Securities Fund, Inc. Class Institutional | $526K |
| Droppedvalue Cohen & Steers | $486K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.