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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,406 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,953 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 10 · EIN 87-1363769 | Accounting | $5,565 |
25 funds of $250K or more; 20 lines in all, holding $66.7M of the plan's $68.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $38.3M | 57.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.8M | 11.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 6.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.8% |
| Stable Value Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $1.7M | 2.5% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 2.4% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.3M | 2.0% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $1.3M | 1.9% |
| Baron Growth Fund Manager not matched · Mutual fund | $1.3M | 1.9% |
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.