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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $588 |
19 funds of $250K or more; 25 lines in all, holding $21.8M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.2M | 37.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 12.7% |
| Allspring Small Company Value Fund Class A Allspring · Mutual fund Possible retail class A | $967K | 4.4% |
| T. Rowe Price Equity Income Fund-Advisor Class T. Rowe Price · Mutual fund | $885K | 4.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $809K | 3.7% |
| MFS Massachusetts Investors Trust Class R3 MFS (Sun Life) · Collective trust | $780K | 3.6% |
| Harbor International Fund Investor Class Harbor Capital · Mutual fund | $718K | 3.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $701K | 3.2% |
| Cohen & Steers Realty Shares Class L Cohen & Steers · Mutual fund | $589K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.