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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 23-0731260 | Other Commissions | $26,309 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $5,190 |
12 funds of $250K or more; 18 lines in all, holding $9.8M of the plan's $9.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.9M | 50.5% |
| Fidelity Advisor Stable Value Portfolio Class II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 13.8% |
| Invesco Disc LG Cap A Invesco · Mutual fund Possible retail class A | $859K | 8.8% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $737K | 7.5% |
| Bnym S&P 500 Index Fund BNY · Mutual fund Index | $550K | 5.6% |
| Fidelity Advisor Leveraged Company Stock Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $253K | 2.6% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $204K | 2.1% |
| BlackRock Global Allocation Portfolio BlackRock · Mutual fund Possible retail class A | $202K | 2.1% |
| Fidelity Advisor Dividend Growth Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $159K | 1.6% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $117K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.