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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,550 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
14 funds of $250K or more; 17 lines in all, holding $9.8M of the plan's $12.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $3.3M | 34.0% |
| JP Morgan Equity Index A Fund Mutual Fund JPMorgan · Mutual fund IndexPossible retail class A | $1.8M | 18.1% |
| Fidelity Advisor New Insights Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.0M | 10.5% |
| Fidelity Advisor Diversified Stock Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $854K | 8.7% |
| Fidelity Advisor Equity Income Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $815K | 8.3% |
| Fidelity Advisor Technology Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $569K | 5.8% |
| Columbia Mid Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $321K | 3.3% |
| Fidelity Advisor Small Cap Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $300K | 3.1% |
| Fidelity Advisor Emerging Markets Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $170K | 1.7% |
| Fidelity Advisor Mid Cap II Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $161K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.