Filings through .
Filed January 14, 2011
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
16 funds of $250K or more; 25 lines in all, holding $14.5M of the plan's $15.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $2.6M | 17.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 17.6% |
| Fidelity Management Trust Company Fidelity Value Strat Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.9M | 12.8% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 8.9% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 4 vintagesRecordkeeper's own fund | $858K | 5.9% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $831K | 5.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $766K | 5.3% |
| Fidelity Management Trust Company Fidelity Total Market Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $748K | 5.2% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $472K | 3.3% |
| Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $392K | 2.7% |
Added 3 funds, dropped 1 fund. Moved 2 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| AddedFidelity Management Trust Company Fidelity Value Strat | $1.9M |
| DroppedFidelity Contrafund | $1.5M |
| AddedFidelity Government Money Market Fund | $766K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.