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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $990 |
7 funds of $250K or more; 28 lines in all, holding $4.9M of the plan's $6.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.3M | 87.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $326K | 6.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $35K | 0.7% |
| Vanguard Information Technology Index Fund A.S Vanguard · Mutual fund Index | $24K | 0.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22K | 0.4% |
| Great Gray Large Cap Growth Fund II Fee Class I1 Manager not matched · Mutual fund | $22K | 0.4% |
| Putnam Global Health Care Fund Class Y Shares Franklin Templeton · Mutual fund | $20K | 0.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 0.4% |
| Vanguard Emerging Markets Stk Index Fund A.S Vanguard · Mutual fund Index | $20K | 0.4% |
| Vanguard Small Cap Value Index Fund A.S Vanguard · Mutual fund Index | $15K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.