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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-1434504 | Consulting | $14,545 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,933 |
15 funds of $250K or more; 16 lines in all, holding $23.9M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $15.5M | 65.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 13.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 5.1% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.0M | 4.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $651K | 2.7% |
| Fidelity International Discovery K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $621K | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $473K | 2.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $198K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $189K | 0.8% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $184K | 0.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.