Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,804 |
12 funds of $250K or more; 18 lines in all, holding $11.8M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.9M | 67.4% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $998K | 8.5% |
| Fidelity Low-Priced Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $308K | 2.6% |
| Fidelity Puritan K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $250K | 2.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $220K | 1.9% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $205K | 1.7% |
| Vanguard Ftse Social Index Fund Institutional Shares Vanguard · Mutual fund Index | $142K | 1.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $137K | 1.2% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $101K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $998K |
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.
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.