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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,237 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,568 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
27 funds of $250K or more; 18 lines in all, holding $112M of the plan's $120M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $32.8M | 29.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $17.0M | 15.2% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.5M | 10.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.2M | 8.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $6.0M | 5.3% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.6M | 5.0% |
| Putnam Large Cap Value Trust II Fund Franklin Templeton · Collective trust | $4.9M | 4.4% |
| Fidelity Select Health Care Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.7M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 2.8% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $3.1M | 2.8% |
Added 1 fund, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedPutnam Lg Cp Val Trst II U | $5.8M |
| AddedPutnam Large Cap Value Trust II Fund | $4.9M |
| DroppedT. Rowe Price Dividend Growth Fund, Inc. | $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 renames.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.