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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
8 funds of $250K or more; 19 lines in all, holding $4.7M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.6M | 76.6% |
| FID Government Mkt Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $351K | 7.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $342K | 7.3% |
| Fidelity Equity Inc Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $113K | 2.4% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $47K | 1.0% |
| JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund | $46K | 1.0% |
| NB Large Capital Value Mutual fund Manager not matched · Mutual fund | $34K | 0.7% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $34K | 0.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22K | 0.5% |
| Fidelity Short-Term Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20K | 0.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Government Money Market Fund | $472K |
| AddedFID Government Mkt | $351K |
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.
The auditor signed off without reservation. This is the cleanest opinion.