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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-3968784 | Advisory (Plan) | $97,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,049 |
23 funds of $250K or more; 17 lines in all, holding $78.1M of the plan's $79.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $55.3M | 70.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $10.0M | 12.8% |
| Fidelity Growth Discovery Fund Mutual Fund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.0M | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.2M | 2.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.8M | 2.4% |
| JPMorgan Mid Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.2M | 1.5% |
| American Funds Capital Group · Mutual fund Possible retail class A | $794K | 1.0% |
| NEW World Fund INC Class A Capital Group · Mutual fund Possible retail class A | $677K | 0.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $663K | 0.8% |
| Fidelity Strategic Income Fund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $645K | 0.8% |
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 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.