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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,894 |
8 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.2M | 78.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $623K | 9.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Possible retail class A | $245K | 3.7% |
| Fidelity Managed Income Portfolio Class 1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $135K | 2.0% |
| Fidelity Large Cap Stock Fund Fidelity Advisor Large Cap Stock Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $96K | 1.4% |
| Artisan Partners Artisan International Inst Artisan Partners · Other | $68K | 1.0% |
| Fidelity U.S. Bond Index Fund (A) Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $45K | 0.7% |
| Harding Loevner Emerging Markets Portfolio Advisor Affiliated Managers Group · Mutual fund Possible retail class A | $42K | 0.6% |
| American Funds Growth Portfolio Class R-3 Capital Group · Mutual fund Possible retail class A | $32K | 0.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $32K | 0.5% |
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.