Filings through .
Filed September 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,060 |
25 funds of $250K or more; 20 lines in all, holding $53.3M of the plan's $53.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $17.0M | 31.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.8M | 10.9% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.4M | 10.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.2M | 8.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 6.3% |
| Fidelity OTC K6 Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 5.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.4M | 4.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 3.9% |
| Fidelity Puritan K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 3.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 3.5% |
Covers 70,940 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.