Filings through .
Filed August 6, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $74,667 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$84,524 |
41 funds of $250K or more; 32 lines in all, holding $129M of the plan's $131M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $32.6M | 25.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $27.6M | 21.4% |
| Spartan 500 Index Fund - Fidelity Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.4M | 5.7% |
| Fidelity Puritan Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.3M | 4.1% |
| Fidelity Low-Priced Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.7M | 3.6% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $4.6M | 3.6% |
| JPM Mid Cap Growth JPMorgan · Other | $4.6M | 3.5% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $4.3M | 3.4% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market Recordkeeper's own fund | $3.6M | 2.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $3.4M | 2.6% |
Covers 60,908 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.