Filings through .
Filed March 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC11+ years Service code 55 · EIN 39-1571149 | Other Commissions | $24,354 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,371 |
13 funds of $250K or more; 16 lines in all, holding $10.0M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $6.5M | 65.1% |
| Htfd Core Equity R4 Manager not matched · Other | $499K | 5.0% |
| Blkrk Equity DIV A Manager not matched · Other | $409K | 4.1% |
| J H Enterprise S Manager not matched · Other | $370K | 3.7% |
| J H GLB Research S Manager not matched · Other | $361K | 3.6% |
| Thornburg INT VAL R4 Thornburg · Other | $330K | 3.3% |
| Victory S Estb Val A Victory Capital · Mutual fund Possible retail class A | $310K | 3.1% |
| IS S&P 500 IDX A Manager not matched · Other Index | $273K | 2.7% |
| J H Triton S Manager not matched · Other | $220K | 2.2% |
| FA Small CAP VAL A Manager not matched · Other | $198K | 2.0% |
Added 1 fund, dropped 8 funds.
| Fund | Year-end value |
|---|---|
| DroppedGrowth Stock Advance Fund | $824K |
| DroppedHartford Core Equity Fund Class R4 | $468K |
| DroppedFidelity Government Money Market Fund | $397K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.