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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,805 |
12 funds of $250K or more; 17 lines in all, holding $14.6M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.8M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 7.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $776K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $450K | 3.1% |
| Fidelity COL Dividend INC I3 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $258K | 1.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $218K | 1.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $188K | 1.3% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $185K | 1.3% |
| Fidelity VS Emerging Mkts R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $117K | 0.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $115K | 0.8% |
Covers 61,314 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.