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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,703 |
11 funds of $250K or more; 26 lines in all, holding $15.9M of the plan's $16.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Growth Fund III Fee Class I1 Manager not matched · Collective trust | $4.4M | 27.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 13.2% |
| Flexfit+mod 2045 R1 Manager not matched · Collective trust | $1.7M | 10.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 10.3% |
| Flexfit+Mod 2055 R1 Manager not matched · Collective trust | $1.3M | 8.5% |
| Flexfit+Mod 2035 R1 Manager not matched · Collective trust | $1.2M | 7.7% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $808K | 5.1% |
| Flexfit+mod Ret R1 Manager not matched · Collective trust | $540K | 3.4% |
| Intl GR II Fee I1 Manager not matched · Collective trust | $428K | 2.7% |
| Core Bond I1 Manager not matched · Collective trust | $353K | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.