Filings through .
Filed December 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,114 |
11 funds of $250K or more; 19 lines in all, holding $11.7M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.1M | 77.3% |
| FID Total MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $1.0M | 8.9% |
| FID Blue Chip GR Fidelity (FMR) · Other Recordkeeper's own fund | $778K | 6.6% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $257K | 2.2% |
| i) Interest-bearing cash: FID Govt Mmkt Fidelity (FMR) · Money market Recordkeeper's own fund | $220K | 1.9% |
| FID Intl Discovery Fidelity (FMR) · Other Recordkeeper's own fund | $92K | 0.8% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $74K | 0.6% |
| FID Invst GR BD Fidelity (FMR) · Other Recordkeeper's own fund | $42K | 0.4% |
| Fidelity Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $38K | 0.3% |
| FID Dividend GR Fidelity (FMR) · Other Recordkeeper's own fund | $31K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.