Filings through .
Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,516 |
Service code 16 · EIN 53-0181291 | Consulting | $31,268 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,073 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,790 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,982 |
27 funds of $250K or more; 19 lines in all, holding $173M of the plan's $179M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $85.7M | 49.4% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $38.1M | 22.0% |
| Vanguard Money Market Reserves Vanguard · Money market | $8.7M | 5.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $7.4M | 4.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.8M | 3.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.8M | 3.9% |
| Fidelity Low-Priced Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.3M | 2.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.3M | 2.5% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $2.3M | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 1.0% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.