Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,772 |
11 funds of $250K or more; 18 lines in all, holding $11.9M of the plan's $12.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.5M | 71.3% |
| Vanguard Money Market Reserves Vanguard · Money market | $724K | 6.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $603K | 5.1% |
| JPM Large Cap Growth JPMorgan · Other | $416K | 3.5% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $353K | 3.0% |
| PIF Mid Cap SP400 Manager not matched · Other | $251K | 2.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $175K | 1.5% |
| Goldman Sachs Small/Mid Cap Growth Fund Mutual Fund Goldman Sachs · Mutual fund | $171K | 1.4% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $158K | 1.3% |
| Fidelity Int'! Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $150K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.