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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHWARTZ & CO.4 years Service code 26 · EIN 38-2117812 | Advisory (Participants) | $74,667 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$84,524 |
40 funds of $250K or more; 32 lines in all, holding $153M of the plan's $155M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $42.5M | 27.8% |
| 2025 Fideli Manager not matched · Other | $32.5M | 21.2% |
| Spartan 500 Index Fund - Fidelity Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.8M | 5.7% |
| Fidelity Puritan Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.5M | 3.6% |
| JPM Mid Cap Growth JPMorgan · Other | $4.9M | 3.2% |
| Fidelity Low-Priced Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.8M | 3.1% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $4.8M | 3.1% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market Recordkeeper's own fund | $4.7M | 3.1% |
| Spartan International Index Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 2.8% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $4.2M | 2.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Contrafund Class K | $27.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.