Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,449 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,230 |
22 funds of $250K or more; 14 lines in all, holding $30.8M of the plan's $33.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $15.8M | 51.1% |
| ii) Mutual funds: FID Contrafund K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.0M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 6.7% |
| TRP Blue Chip GR ADV T. Rowe Price · Other | $2.0M | 6.5% |
| i) Money market fund: FID Govt Mmkt Manager not matched · Money market | $1.9M | 6.1% |
| FID Diversifd Intl Fidelity (FMR) · Other Recordkeeper's own fund | $1.0M | 3.4% |
| FID Puritan K Fidelity (FMR) · Other Recordkeeper's own fund | $944K | 3.1% |
| TRP DIV Growth ADV T. Rowe Price · Other | $703K | 2.3% |
| FID LOW Priced STK K Fidelity (FMR) · Other Recordkeeper's own fund | $681K | 2.2% |
| JPM Equity Income A JPMorgan · Other | $537K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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 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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.