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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
17 funds of $250K or more; 16 lines in all, holding $16.1M of the plan's $17.0M. From the 2025 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, 13 vintagesRecordkeeper's own fund | $6.4M | 39.9% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.3M | 20.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.8M | 11.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.8M | 11.0% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $691K | 4.3% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $368K | 2.3% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $309K | 1.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $306K | 1.9% |
| Fidelity Small Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $288K | 1.8% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $277K | 1.7% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2025 Fund Class K to Fidelity Freedom 2030 Fund Class K6 | $4.5M to $6.1M |
| Share class changeFidelity Freedom 2065 Fund to Fidelity Freedom 2050 Fund | $29K to $295K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.