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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
15 funds of $250K or more; 18 lines in all, holding $15.4M of the plan's $15.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.8M | 70.1% |
| FID Contrafund Fidelity (FMR) · Other Recordkeeper's own fund | $1.3M | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $789K | 5.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $583K | 3.8% |
| AM Cent Heritage INV Manager not matched · Other | $449K | 2.9% |
| FID Capital & Income Fidelity (FMR) · Other Recordkeeper's own fund | $411K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $370K | 2.4% |
| FID Small CAP Growth Fidelity (FMR) · Other Recordkeeper's own fund | $299K | 1.9% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $80K | 0.5% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $74K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.