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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $42,239 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,238 |
10 funds of $250K or more; 12 lines in all, holding $12.8M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.1M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 24.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $384K | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $314K | 2.5% |
| Fidelity Managed Income Portfolio Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $232K | 1.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $229K | 1.8% |
| Company Great Gray Trust Company, LLC Large Core Bond Fund Class I1 Manager not matched · Collective trust | $186K | 1.5% |
| Great Gray Collective Investment Trust Large Cap Growth Class I1 Manager not matched · Collective trust | $140K | 1.1% |
| Great Gray Large-Cap Value Fund Cl I1 Manager not matched · Collective trust | $107K | 0.8% |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs · Mutual fund | $26K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.