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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $9,339 |
17 funds of $250K or more; 14 lines in all, holding $19.1M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $6.4M | 33.7% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $2.6M | 13.9% |
| Small Cap Y Manager not matched · Other | $2.2M | 11.8% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 9.5% |
| EQL WT S&P 500 Y Manager not matched · Other Index | $1.2M | 6.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.2M | 6.2% |
| MFS Mid Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $1.2M | 6.2% |
| Fidelity Diversification International I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 5.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $568K | 3.0% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $342K | 1.8% |
Covers 60,908 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.