Filings through .
Filed June 11, 2019
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 INSTITUTIONAL11+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $84,512 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $14,000 |
15 funds of $250K or more; 7 lines in all, holding $17.8M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $13.3M | 74.6% |
| Fidelity Freedom 500 Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 9.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $757K | 4.2% |
| Fidelity Freedom US Bond Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $726K | 4.1% |
| Fidelity Freedom Mid Cap Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $652K | 3.7% |
| Fidelity Freedom International Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $455K | 2.6% |
| Fidelity Freedom Small Cap Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $202K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.