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| Provider | Service type | Compensation |
|---|---|---|
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST STE 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,090 |
15 funds of $250K or more; 29 lines in all, holding $24.0M of the plan's $24.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $18.1M | 75.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 7.0% |
| f Fidelity FA Stable Value II Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $1.1M | 4.6% |
| Fidelity FA LEV CO Stock A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $432K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $393K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $271K | 1.1% |
| Victory Diversified Stock Fund Class A Victory Capital · Mutual fund Possible retail class A | $230K | 1.0% |
| Fidelity FA Dividend Growth A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $201K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $197K | 0.8% |
| Fidelity FA Growth Opps A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $193K | 0.8% |
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.