Filings through .
Filed March 18, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,500 |
14 funds of $250K or more; 10 lines in all, holding $13.9M of the plan's $15.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.8M | 70.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 8.0% |
| Fidelity Large Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $800K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $603K | 4.3% |
| AF Europac Growth R6 Capital Group · Mutual fund | $539K | 3.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $487K | 3.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $310K | 2.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $141K | 1.0% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $31K | 0.2% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.