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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $66,240 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,145 |
24 funds of $250K or more; 22 lines in all, holding $60.9M of the plan's $62.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $41.4M | 68.0% |
| Spartan 500 Index Fund (i) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 9.9% |
| Fidelity Govt Market Fund (i) Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.1M | 5.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 3.2% |
| Janus Henderson Global Tech Innovation I Janus Henderson · Mutual fund | $1.9M | 3.2% |
| Spartan Total Market Index Fund (i) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 2.4% |
| Spartan Mid-Cap Index Fund (i) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.8% |
| T. Rowe Price Health Sciences Fund, Inc. T. Rowe Price Health Sciences Fund-I Class T. Rowe Price · Mutual fund | $817K | 1.3% |
| Oppenheimer International Growth Fund Class Y (i) Invesco · Mutual fund | $571K | 0.9% |
| Spartan Small-Cap Index Fund (i) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $390K | 0.6% |
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.