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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,344 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,250 |
16 funds of $250K or more; 20 lines in all, holding $26.1M of the plan's $26.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.0M | 65.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.2M | 20.0% |
| Fidelity Advisor Intl Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $868K | 3.3% |
| Fidelity Advisor Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $653K | 2.5% |
| Calvert Equity Fund Class R6 Morgan Stanley · Mutual fund | $472K | 1.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $341K | 1.3% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $339K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $282K | 1.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $208K | 0.8% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $208K | 0.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.