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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $56,554 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $681 |
17 funds of $250K or more; 23 lines in all, holding $24.2M of the plan's $24.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $12.1M | 50.0% |
| Fidelity Management Trust Company FID 500 Index Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $5.5M | 22.5% |
| Fidelity Management Trust Co. International Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $1.1M | 4.5% |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $858K | 3.5% |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $812K | 3.4% |
| Fidelity Management Trust Company Strategic Income A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $748K | 3.1% |
| Fidelity Management Trust Company Emerging Markets A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $467K | 1.9% |
| PIMCO PIM Total Return PIMCO (Allianz) · Mutual fund | $447K | 1.8% |
| Fidelity Management Trust Company New Insights A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $356K | 1.5% |
| American Century AM Cent Heritage A American Century · Other | $325K | 1.3% |
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 71,097 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.