Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,791 |
8 funds of $250K or more; 17 lines in all, holding $9.6M of the plan's $10.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.8M | 81.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 11.1% |
| Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $226K | 2.4% |
| JPMorgan LargeCap Growth JPMorgan · Mutual fund | $158K | 1.7% |
| Invesco Small Cap Value Fund Invesco · Mutual fund | $95K | 1.0% |
| Putnam LargeCap Value Trust Franklin Templeton · Collective trust | $94K | 1.0% |
| DFA Largecap International Dimensional · Mutual fund | $38K | 0.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $19K | 0.2% |
| Fidelity Global US Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8K | <0.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Freedom | $551K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.