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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,048 |
27 funds of $250K or more; 21 lines in all, holding $68.8M of the plan's $69.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.4M | 32.6% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $19.8M | 28.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.8M | 17.2% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 3.0% |
| Fidelity International Discovery Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 2.6% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 2.5% |
| Fidelity Low-Priced Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.2% |
| Fidelity Managed Income Portfolio II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.3M | 1.9% |
| Fidelity Invst GR D Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 1.6% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 1.5% |
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedCOL SEL Midcp GR S Mutual fund | $918K |
| AddedJPMorgan Equity Income Fund Class R5 | $406K |
| AddedPim Total RT Inst | $298K |
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.
The auditor signed off without reservation. This is the cleanest opinion.