Filings through .
Filed March 3, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$97,688 |
27 funds of $250K or more; 20 lines in all, holding $107M of the plan's $112M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $41.4M | 38.7% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $19.6M | 18.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $14.8M | 13.9% |
| Fidelity 500 Index Investment Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.7M | 11.9% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.6M | 3.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $3.6M | 3.3% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $1.6M | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $987K | 0.9% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVirtus Ceredex Mid-Cap Value Equity Fund to MFS Mid Cap Value Fund | $895K to $987K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.