Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $15,330 |
15 funds of $250K or more; 13 lines in all, holding $28.9M of the plan's $30.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $20.3M | 70.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 14.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.1M | 3.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $865K | 3.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $765K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $715K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $356K | 1.2% |
| JPMorgan Government Bond Fund Class A JPMorgan · Mutual fund Possible retail class A | $267K | 0.9% |
| Fidelity Sel Healthcare Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $180K | 0.6% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $127K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.