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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,649 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $18,077 |
10 funds of $250K or more; 12 lines in all, holding $13.6M of the plan's $13.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.3M | 90.4% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $295K | 2.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $266K | 2.0% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $242K | 1.8% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $157K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $102K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $89K | 0.7% |
| MFS Blended Research International Equity Fund MFS (Sun Life) · Mutual fund | $66K | 0.5% |
| Fidelity Advisor Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $44K | 0.3% |
| JPMorgan Core Plus Bond Fund JPMorgan · Mutual fund | $19K | 0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.