Filings through .
Filed June 28, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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14 funds of $250K or more; 49 lines in all, holding $14.1M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.9M | 41.7% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 15.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 15.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $502K | 3.6% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $353K | 2.5% |
| Fidelity Asset Manager 70% Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $349K | 2.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $291K | 2.1% |
| Fidelity Growth & Income Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $283K | 2.0% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $216K | 1.5% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market Recordkeeper's own fund | $210K | 1.5% |
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.
Annual investment return 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.