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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
13 funds of $250K or more; 20 lines in all, holding $16.3M of the plan's $16.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.7M | 60.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 18.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 6.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $677K | 4.2% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $289K | 1.8% |
| Invesco Diversified Dividend Fund Class R5 Invesco · Mutual fund | $279K | 1.7% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $181K | 1.1% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $166K | 1.0% |
| Fidelity Worldwide Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $148K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $135K | 0.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.