Filings through .
Filed May 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,175 |
22 funds of $250K or more; 19 lines in all, holding $30.9M of the plan's $31.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.0M | 35.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.3M | 20.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 10.8% |
| maturity date, rate of interest, collateral, par, or Fidelity Government Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $2.0M | 6.5% |
| b Vanguard U.S. Growth Fund Adm Vanguard · Mutual fund | $1.7M | 5.5% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 5.2% |
| b Vanguard Intm Treas Adm Vanguard · Mutual fund | $1.3M | 4.1% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $569K | 1.8% |
| Fidelity Mid Cap Index Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $501K | 1.6% |
| Fidelity International Index Advantage Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $427K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Addedb Vanguard Intm Treas Adm | $1.3M |
| DroppedVanguard Intermediate-Term Treasury Fund Admiral Shares | $1.2M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.