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8 funds of $250K or more; 30 lines in all, holding $7.6M of the plan's $7.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Alta With ST Strt Cstm TR DT SER 2030 FD Manager not matched · Collective trust | $1.7M | 22.4% |
| Alta With ST Strt Cstm TR DT Ser 2040 FD Manager not matched · Collective trust | $1.1M | 14.9% |
| Alta With ST Strt Cstm TR DT Ser 2045 FD Manager not matched · Collective trust | $1.1M | 14.8% |
| Alta With ST Strt Cstm TR DT Ser 2035 FD Manager not matched · Collective trust | $858K | 11.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $767K | 10.1% |
| Alta With ST Strt Cstm TR DT Ser 2055 FD Manager not matched · Collective trust | $334K | 4.4% |
| Alta With ST Strt Cstm TG DT Ser 2025 FD Manager not matched · Collective trust | $286K | 3.8% |
| Alta With ST Strt Cstm TR DT Ser 2050 FD Manager not matched · Collective trust | $255K | 3.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $212K | 2.8% |
| Alta Federated MDT Small Cap Core Federated Hermes · Collective trust | $117K | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)