Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,352 |
IRONSHORE FINANCIAL, LLC7 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $22,500 |
19 funds hold $58.7M of the plan's $58.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $42.5M | 72.5% |
| Fidelity Large Cap 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.4M | 16.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 2.9% |
| Registered Investment Companies American Funds New Perspective Large-cap fund Capital Group · Mutual fund | $858K | 1.5% |
| Mid-cap fund Victory Capital · Mutual fund | $650K | 1.1% |
| Money Market Fund Vanguard Vanguard · Money market | $565K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $481K | 0.8% |
| Janus Triton Fund N Large-cap fund Janus Henderson · Mutual fund | $445K | 0.8% |
| Dodge and Cox Income X Fund Bond fund Dodge & Cox · Mutual fund | $404K | 0.7% |
| Vanguard Equity-income Admiral Large-cap fund Vanguard · Mutual fund | $356K | 0.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Large Cap Growth Index Fund | $1.7M |
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.