Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,906 |
15 funds of $250K or more; 20 lines in all, holding $20.5M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 22.2% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $3.5M | 17.0% |
| Baird Core Plus Inst Baird · Mutual fund | $2.8M | 13.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.0M | 9.7% |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan · Mutual fund | $1.7M | 8.1% |
| Column C Column E or similar entity of Investment Manager not matched · Other | $1.5M | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.8% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $647K | 3.2% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $596K | 2.9% |
| PIF Equity Income Inst Manager not matched · Mutual fund | $549K | 2.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.