Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,889 |
16 funds of $250K or more; 15 lines in all, holding $17.5M of the plan's $18.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.7M | 60.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 13.2% |
| Stable Value Collective Trust Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 8.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 6.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $575K | 3.3% |
| Janus Henderson J H Balanced N Janus Henderson · Mutual fund | $568K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $533K | 3.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $143K | 0.8% |
| Fidelity Investments FA Strat Income Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $135K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $29K | 0.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.