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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP9 years Filed as: CETERA ADVISOR NETWORKS LLC Service code 55 · EIN 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
10 funds of $250K or more; 23 lines in all, holding $9.5M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.4M | 67.8% |
| Fidelity Advisor Semiconductors Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.7M | 17.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $558K | 5.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $185K | 1.9% |
| Fidelity Advisor Technology Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $173K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $90K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $58K | 0.6% |
| Fidelity Advisor Financials Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $46K | 0.5% |
| Fidelity Advisor Health Care Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $43K | 0.4% |
| Fidelity Advisor Energy Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $36K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.