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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
19 funds of $250K or more; 25 lines in all, holding $19.0M of the plan's $19.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.0M | 36.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 14.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 11.5% |
| Allspring Small Company Value Fund Class A Allspring · Mutual fund Possible retail class A | $1.0M | 5.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $916K | 4.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $874K | 4.6% |
| T. Rowe Price Equity Income Fund-Advisor Class T. Rowe Price · Mutual fund | $874K | 4.6% |
| MFS Massachusetts Investors Trust Class R3 MFS (Sun Life) · Collective trust | $686K | 3.6% |
| Cohen & Steers Realty Shares Class L Cohen & Steers · Mutual fund | $677K | 3.6% |
| Materials Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $497K | 2.6% |
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.