Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,475 |
12 funds of $250K or more; 9 lines in all, holding $30.5M of the plan's $32.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $26.5M | 86.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 7.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $786K | 2.6% |
| Fidelity Treasury Only Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $492K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $243K | 0.8% |
| Participant Fidelity Freedom Retirement K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $84K | 0.3% |
| Invesco Developing Markets Fund Class A Invesco · Mutual fund Possible retail class A | $39K | 0.1% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $38K | 0.1% |
| PIMCO All Asset Fund Administrative Class PIMCO (Allianz) · Mutual fund | $1K | <0.1% |
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 61,314 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.