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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $47,471 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,212 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,002 |
24 funds of $250K or more; 27 lines in all, holding $29.7M of the plan's $31.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $15.7M | 52.8% |
| MFS Massachusetts Investment Grade Stock R6 MFS (Sun Life) · Mutual fund | $3.4M | 11.6% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.3M | 4.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 4.1% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $976K | 3.3% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $751K | 2.5% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $711K | 2.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $677K | 2.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $653K | 2.2% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $624K | 2.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.