Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $113K | — |
| CREATIVE PLANNING | — | OVERLAND PARK, KS | CONSULTANT | $42K | — |
| CULPEPPER RFP, LLC | 88-1591899 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund** | — | — | — | $39.5M | 11.6% | |
| Fidelity Freedom 2045 Fund - Class K** | — | — | — | $21.4M | 6.3% |
| — |
| CONSULTANT |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & CO. CPAS, LLP | 47-5324570 | — | ACCOUNTANT\AUDITOR | $31K | — |
| Fidelity Freedom 2050 Fund - Class K** | — | — | — | $20.2M | 5.9% |
| Fidelity Freedom 2040 Fund - Class K** | — | — | — | $20.0M | 5.9% |
| Fidelity Puritan Fund - Class K** | — | — | — | $19.5M | 5.7% |
| Janus Henderson Enterprise Fund Class N | — | — | — | $18.3M | 5.3% |
| Fidelity Freedom 2035 Fund - Class K** | — | — | — | $16.7M | 4.9% |
| Fidelity Contrafund - Class K** | — | — | — | $15.8M | 4.6% |
| Fidelity Freedom 2055 Fund - Class K** | — | — | — | $14.3M | 4.2% |
| Fidelity Capital Appreciation Fund Class K** | — | — | — | $13.0M | 3.8% |
| Participant - Directed Brokerage Link Account | — | — | — | $12.3M | 3.6% |
| Fidelity Freedom 2030 Fund - Class K** | — | — | — | $12.0M | 3.5% |
| Fidelity Low-Priced Stock Fund - Class K** | — | — | — | $10.8M | 3.2% |
| MFS Value R6 | — | — | — | $10.5M | 3.1% |
| Fidelity Freedom 2025 Fund - Class K** | — | — | — | $9.4M | 2.8% |
| Fidelity Freedom 2060 Fund - Class K** | — | — | — | $9.2M | 2.7% |
| Fidelity Investment Grade Bond Fund** | — | — | — | $8.2M | 2.4% |
| Fidelity Diversified International Fund - Class K** | — | — | — | $8.0M | 2.3% |
| Fidelity Government Money Market Fund** | — | — | — | $7.9M | 2.3% |
| Fidelity Managed Income Portfolio Class 1** | — | — | — | $7.6M | 2.2% |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $7.6M | 2.2% |
| T. Rowe Price Dividend Growth Fund - I Class | — | — | — | $6.7M | 2.0% |
| Notes receivable from participants, interest rates from 4.25% to 9.50% and maturities from 2025 to 2040** | — | — | — | $5.0M | 1.5% |
| CONMED Corporation Common Stock | — | — | — | $4.9M | 1.4% |
| Fidelity Extended Market Index Fund** | — | — | — | $4.5M | 1.3% |
| Fidelity Freedom 2020 Fund - Class K** | — | — | — | $4.4M | 1.3% |
| Fidelity U.S. Bond Index Fund** | — | — | — | $4.2M | 1.2% |
| Fidelity Global ex U.S. Index Fund** | — | — | — | $3.8M | 1.1% |
| Macquarie Small Cap Value Fund R6 | — | — | — | $3.6M | 1.0% |
| Allspring Emerging Markets Equity Fund R6 | — | — | — | $2.8M | 0.8% |
| Fidelity Freedom 2065 Fund - Class K** | — | — | — | $2.6M | 0.8% |
| JP Morgan U.S. Small Company Fund Class R6 | — | — | — | $2.4M | 0.7% |
| Fidelity Freedom Income Fund - Class K** | — | — | — | $832K | 0.2% |
| Fidelity Freedom 2015 Fund - Class K** | — | — | — | $578K | 0.2% |
| Fidelity Freedom 2010 Fund - Class K** | — | — | — | $440K | 0.1% |
| Interest Bearing Cash Accounts | — | — | — | $2K | <0.1% |
