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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,407 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,498 |
32 funds of $250K or more; 24 lines in all, holding $85.1M of the plan's $91.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $26.2M | 30.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $13.5M | 15.9% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.3M | 10.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 9.5% |
| Fidelity MIP CL 2 Fidelity (FMR) · Other Recordkeeper's own fund | $4.8M | 5.6% |
| Fidelity AF Amer Mutual R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.8M | 4.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.0% |
| Fidelity NB MID CAP Growth R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 2.2% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 2.2% |
| Fidelity Low-Priced ST K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.