Filings through .
Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,032 |
21 funds of $250K or more; 20 lines in all, holding $31.3M of the plan's $31.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.6M | 21.2% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.5M | 20.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.4M | 17.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 7.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 5.6% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.7% |
| IShares Russell BlackRock · ETF Index | $880K | 2.8% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $868K | 2.8% |
| Bond Market Index Fund Institutional Class Principal · Mutual fund Index | $765K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.