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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,433 |
19 funds of $250K or more; 18 lines in all, holding $39.4M of the plan's $40.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $13.7M | 34.7% |
| Shares of registered investment companies: Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $7.1M | 18.0% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.1M | 18.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.6M | 6.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 6.0% |
| Fidelity Low-Priced Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 3.3% |
| Fidelity US Bond Index Adv Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 3.2% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 3.1% |
| Fidelity Interest in common/collective trust: Managed Income Portfolio II-Class Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $833K | 2.1% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $486K | 1.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.