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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $53,242 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $47,415 |
16 funds of $250K or more; 19 lines in all, holding $29.4M of the plan's $30.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.2M | 51.6% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.9M | 16.5% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $2.8M | 9.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 6.9% |
| Managed Income Portfolio Fund Manager not matched · Stable value Stable value | $1.2M | 4.1% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $812K | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $507K | 1.7% |
| Equity Income Account (Instl) Principal · Mutual fund | $391K | 1.3% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $388K | 1.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $313K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.