Filings through .
Filed January 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,485 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,668 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $14,900 |
20 funds hold $61.6M of the plan's $64.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Century One Choice, other, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 7 vintages | $25.0M | 40.7% |
| American Century Investment Retirement Trust III American Century · Other | $7.9M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.8M | 12.7% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.3M | 10.3% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $2.6M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 3.8% |
| Small Cap Growth Fund American Century · Mutual fund | $1.8M | 2.9% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $1.7M | 2.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $1.2M | 1.9% |
Added 1 fund, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJanus Henderson Triton Fund | $1.8M |
| AddedSmall Cap Growth Fund | $1.8M |
| DroppedEupac Fund | $1.7M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.