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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 ONE DENTINY WAY, WA4E · WESTLAKE, TX 76262 | Loan Processing | $32,197 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 101 PARK AVE, 12TH FLOOR · NEW YORK, NY 10178 | Advisory (Plan) | $19,717 |
Service code 16 · EIN 83-1354142 363 ROUTE 46 WEST SUITE 300 · FAIRFIELD, NJ 07004 | Consulting | $8,376 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST · BOSTON, MA 02109 | Advisory (Plan) | $5,726 |
15 funds of $250K or more; 21 lines in all, holding $15.8M of the plan's $16.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.5M | 59.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 13.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $922K | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $401K | 2.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $334K | 2.1% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $329K | 2.1% |
| Invesco Small Cap Value Fund Invesco · Mutual fund | $296K | 1.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $290K | 1.8% |
| Principal Mid Cap Equity Fund Principal · Mutual fund | $264K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $227K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.