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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
14 funds hold $14.4M of the plan's $15.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $9.4M | 65.1% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 9.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 7.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $506K | 3.5% |
| Ariel Fund Ariel Investments · Mutual fund | $343K | 2.4% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $315K | 2.2% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $285K | 2.0% |
| American Beacon Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $220K | 1.5% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $219K | 1.5% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $207K | 1.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Government Money Market Fund | $867K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.