Filings through .
Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,306 |
30 funds of $250K or more; 21 lines in all, holding $109M of the plan's $111M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $46.5M | 42.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $23.0M | 21.1% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.4M | 8.6% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.2M | 5.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $4.0M | 3.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 2.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.9% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 1.7% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.8M | 1.6% |
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.