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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,853 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,675 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,941 |
DANIEL F. FRIEL, CPA, PC1 year Filed as: DANIEL F FRIEL, CPA PC Service code 10 · EIN 04-2713878 | Accounting | $11,448 |
27 funds of $250K or more; 21 lines in all, holding $94.9M of the plan's $95.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $50.0M | 52.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.2M | 9.7% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.0M | 9.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.7M | 6.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 2.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.4M | 2.6% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $2.4M | 2.5% |
| Fidelity International Market Mutual Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.7% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 1.6% |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.