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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,815 |
Filed as: DJA CPAS, S.C. Service code 10 · EIN 39-1750654 | Accounting | $15,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,494 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
10 funds of $250K or more; 14 lines in all, holding $7.1M of the plan's $7.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $5.6M | 79.0% |
| Fidelity Advisor Stable Value Portfolio Class II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $352K | 5.0% |
| Fidelity Management Trust Company MFS Growth Fund Class R3 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $285K | 4.0% |
| Fidelity Management Trust Company American Funds Washington Mutual Investors Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $200K | 2.8% |
| Fidelity Management Trust Company American Funds Europacific Growth R3 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $129K | 1.8% |
| Fidelity Management Trust Company Pioneer Select Mid Cap Growth Fund Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $105K | 1.5% |
| Fidelity Management Trust Company Columbia Large Cap Index Fund A Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $99K | 1.4% |
| Fidelity Management Trust Company PIM RAE U.S. Small A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $89K | 1.3% |
| Fidelity Management Trust Company Columbia SEL MD CP VL A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $87K | 1.2% |
| Fidelity Management Trust Company Touchstone Small Company Fund A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $71K | 1.0% |
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.