Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,628 |
11 funds of $250K or more; 22 lines in all, holding $15.1M of the plan's $15.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.6M | 83.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 7.5% |
| ClearBridge Large Cap Growth Fund Class IS Franklin Templeton · Mutual fund | $406K | 2.7% |
| Galliard Stable Return Fund Allspring · Mutual fund | $288K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $221K | 1.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $119K | 0.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $64K | 0.4% |
| Eupac Fund Capital Group · Mutual fund | $59K | 0.4% |
| Franklin High Income Fund Class R6 Franklin Templeton · Mutual fund | $57K | 0.4% |
| Allspring Emerging Markets Equity Fund Class R6 Allspring · Mutual fund | $46K | 0.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Advisor Freedom 2035 Fund Class A to Fidelity Advisor Freedom 2035 Fund Class K6 | $10.4M to $12.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.