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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056 |
15 funds of $250K or more; 25 lines in all, holding $11.4M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.9M | 60.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $577K | 5.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $549K | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $451K | 4.0% |
| Fidelity Conservative Income Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $440K | 3.9% |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares BlackRock · Mutual fund | $281K | 2.5% |
| Emerging Markets Value Fund Class R6 Manager not matched · Mutual fund | $276K | 2.4% |
| FPA Crescent Fund Manager not matched · Mutual fund | $253K | 2.2% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $248K | 2.2% |
| Columbia Dividend Income Fund Advisor Class Ameriprise (Columbia Threadneedle) · Mutual fund | $242K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 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.