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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
16 funds of $250K or more; 29 lines in all, holding $30.7M of the plan's $30.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.5M | 53.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 14.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 9.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 6.3% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 3.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $778K | 2.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $418K | 1.4% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $385K | 1.3% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $340K | 1.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $191K | 0.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.