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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $360 |
18 funds hold $18.9M of the plan's $19.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.8M | 51.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 12.5% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.0M | 10.8% |
| Mip CL 2 Manager not matched · Collective trust | $1.1M | 5.8% |
| Pim Total RT Inst Manager not matched · Mutual fund | $570K | 3.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $563K | 3.0% |
| Fidelity Low-Priced ST K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $517K | 2.7% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $321K | 1.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $297K | 1.6% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $296K | 1.6% |
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.