Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,385 |
13 funds of $250K or more; 16 lines in all, holding $17.9M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $13.2M | 73.8% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.4M | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 7.5% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $486K | 2.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $389K | 2.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $360K | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $172K | 1.0% |
| Institutional Intrinsic Value Cl R6 N/R MFS (Sun Life) · Mutual fund | $113K | 0.6% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $95K | 0.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $94K | 0.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNyli W Lrg Cp Gr R6 | $512K |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.