Filings through .
Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH11+ years Service code 55 · EIN 42-1445429 | Other Commissions | $24,140 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
14 funds of $250K or more; 30 lines in all, holding $9.0M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.6M | 40.1% |
| Loomis Sayles Income Fund Natixis IM · Mutual fund | $586K | 6.5% |
| Fundamental Invrs Fund Capital Group · Mutual fund | $543K | 6.0% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $522K | 5.8% |
| BNY Mellon S&P 500 Index Fund BNY · Mutual fund Index | $451K | 5.0% |
| Harbor Capital App Fd Harbor Capital · Mutual fund | $424K | 4.7% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $339K | 3.8% |
| Columbia Mutual Funds Technology Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $317K | 3.5% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $274K | 3.0% |
| American Funds EuroPacific Capital Group · Mutual fund | $241K | 2.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.