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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,638 |
13 funds of $250K or more; 24 lines in all, holding $21.9M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $12.2M | 55.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.9M | 13.1% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.7% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $821K | 3.7% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $529K | 2.4% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $436K | 2.0% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $355K | 1.6% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $248K | 1.1% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $200K | 0.9% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Government Money Market Fund | $2.9M |
| Share class changeFidelity Blue Chip Growth Fund K hi to Fidelity Blue Chip Growth Fund Class K | $1.3M to $1.7M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.