Filings through .
Filed August 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,092 |
15 funds of $250K or more; 16 lines in all, holding $17.4M of the plan's $17.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $8.5M | 49.1% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $2.7M | 15.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 13.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $917K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $548K | 3.2% |
| December 31, 2024 AB Small Cap Growth Z Fund Manager not matched · Mutual fund | $544K | 3.1% |
| MFS Massachusetts Inv GR Stk R6 MFS (Sun Life) · Mutual fund | $501K | 2.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $319K | 1.8% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $279K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $238K | 1.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.