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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $279 |
28 funds of $250K or more; 32 lines in all, holding $34.4M of the plan's $34.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $13.9M | 40.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 10.3% |
| FID Growth Strat K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 8.4% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 4.8% |
| FID Sel Technology Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 4.4% |
| Fidelity Pacific Basin Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 4.0% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 3.0% |
| Fidelity Europe Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $888K | 2.6% |
| Mutual Funds Fmmt Retirement Government II Manager not matched · Mutual fund | $768K | 2.2% |
| Fidelity Sel Healthcare Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $724K | 2.1% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Emerging Markets Fund | $502K |
| DroppedFidelity Emerg Mrkts Fund | $313K |
| DroppedFidelity Sel Financial | $255K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.