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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,305 |
22 funds of $250K or more; 25 lines in all, holding $22.0M of the plan's $22.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $9.2M | 41.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 10.4% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 9.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 7.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $765K | 3.5% |
| Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $737K | 3.3% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $671K | 3.0% |
| Cash and money funds Fidelity Government Money Market Fidelity Fidelity (FMR) · Money market Recordkeeper's own fund | $624K | 2.8% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $576K | 2.6% |
| Fidelity Small Cap Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $473K | 2.1% |
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.
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.