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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $19,703 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
5 funds of $250K or more; 23 lines in all, holding $4.1M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $1.9M | 45.8% |
| Fidelity Advisor Growth Opportunities Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $650K | 15.8% |
| Fidelity Advisor Mid Cap il Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $403K | 9.8% |
| Fidelity Treasury Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $368K | 8.9% |
| Fidelity Advisor Overseas Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $171K | 4.1% |
| Fidelity Advisor Equity Growth Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $131K | 3.2% |
| Fidelity Advisor Equity Dividend Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $117K | 2.8% |
| Fidelity Advisor International Capital Appreciation Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $101K | 2.5% |
| Fidelity Advisor Balanced Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $81K | 2.0% |
| Fidelity Advisor Capital & Income Fund Class M Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $48K | 1.2% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.