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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
12 funds of $250K or more; 25 lines in all, holding $12.8M of the plan's $13.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.2M | 71.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $536K | 4.2% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $371K | 2.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $295K | 2.3% |
| Pim Tot Rtn ESG Adm Manager not matched · Mutual fund | $226K | 1.8% |
| Harbor International Fund Institutional Class Harbor Capital · Mutual fund | $224K | 1.7% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $120K | 0.9% |
| T. Rowe Price Equity Income Adv T. Rowe Price · Mutual fund | $98K | 0.8% |
| Fidelity Small Cap Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $96K | 0.8% |
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.