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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,557 |
DBBMCKENNON10+ years Service code 10 · EIN 20-3685188 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,776 |
18 funds of $250K or more; 17 lines in all, holding $20.9M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $6.0M | 28.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 20.6% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.0M | 19.3% |
| Fidelity OTC K6 Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 8.3% |
| Fidelity Managed Income Portfolio II Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 6.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $626K | 3.0% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $538K | 2.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $477K | 2.3% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $444K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $287K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.