Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,747 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $12,317 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,840 |
21 funds of $250K or more; 22 lines in all, holding $18.1M of the plan's $25.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $8.5M | 47.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 14.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.6M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $825K | 4.6% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $560K | 3.1% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $475K | 2.6% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $450K | 2.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $384K | 2.1% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $362K | 2.0% |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $313K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.