Filings through .
Filed February 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,043 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,433 |
16 funds of $250K or more; 17 lines in all, holding $18.1M of the plan's $18.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index Manager not matched · Mutual fund Target-date, 8 vintages | $9.9M | 54.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.9M | 16.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 6.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $969K | 5.4% |
| Janus Henderson Enterprise Fund Class N Manager not matched · Mutual fund Possible retail class A | $687K | 3.8% |
| AM Cent SM Cap GR R6 Manager not matched · Mutual fund Possible retail class A | $498K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $454K | 2.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $285K | 1.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $272K | 1.5% |
| Vang Smcpvl Index Adm Vanguard · Mutual fund IndexPossible retail class A | $254K | 1.4% |
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.