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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS CO., LLC. · CINCINNATI, OH 452770080 | Loan Processing | -$36,277 |
26 funds of $250K or more; 23 lines in all, holding $42.1M of the plan's $45.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.9M | 23.5% |
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $8.3M | 19.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.7M | 18.2% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $2.3M | 5.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 4.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.6% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.