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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,267 |
15 funds of $250K or more; 6 lines in all, holding $51.2M of the plan's $53.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $31.0M | 60.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.8M | 30.9% |
| Small/Mid Cap Core Equity Collective Investment Fund Class I Manager not matched · Collective trust | $2.1M | 4.0% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 2.5% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $784K | 1.5% |
| Baird Core Plus Bond Fund Investor Baird · Mutual fund | $298K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.