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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,026 |
12 funds of $250K or more; 10 lines in all, holding $16.1M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $11.9M | 74.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 12.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $495K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $467K | 2.9% |
| Cost Value American Funds Capital Group · Mutual fund | $347K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $293K | 1.8% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $194K | 1.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $191K | 1.2% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $125K | 0.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $53K | 0.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.