Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $38,207 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,765 |
12 funds of $250K or more; 25 lines in all, holding $16.4M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $4.4M | 26.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 9.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 9.2% |
| PIMCO RAE US Small Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.3M | 8.1% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.3M | 7.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 7.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.1M | 6.5% |
| GQG Partners Emerging Markets Equity Fund R6 Shares GQG Partners · Mutual fund | $924K | 5.6% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $846K | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $566K | 3.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Inflation-Protected Bond Index Fund | $274K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.