Filings through .
Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,590 |
THE PARTNERS GROUP1 year Service code 16 · EIN 20-5282002 | Consulting | $34,750 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,361 |
31 funds of $250K or more; 22 lines in all, holding $142M of the plan's $143M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $54.4M | 38.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.0M | 15.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.6M | 11.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $11.1M | 7.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.7M | 3.3% |
| Fidelity Govt Mmrk Prm Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.4M | 3.1% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $4.0M | 2.8% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.8M | 2.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 2.6% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.3M | 2.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Govt Mmrk Prm | $4.4M |
| DroppedFidelity Money Market Fund | $2.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.