Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,337 |
10 funds hold $8.1M of the plan's $9.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.0M | 61.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 29.3% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $356K | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $179K | 2.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $96K | 1.2% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $50K | 0.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $32K | 0.4% |
| Fidelity Large Cap Growth Indx Istl Prm Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30K | 0.4% |
| Fidelity Select Software & Computer Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $16K | 0.2% |
| Fidelity Cash Reserves Fidelity (FMR) · Money market Recordkeeper's own fund | $999 | <0.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedUSA Nasdaq 100 Index Retail | $351K |
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 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.
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.