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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
14 funds of $250K or more; 20 lines in all, holding $35.2M of the plan's $35.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $18.0M | 51.1% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.4M | 15.5% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $3.1M | 8.7% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 6.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 4.2% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 4.1% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $896K | 2.5% |
| Fidelity Leveraged Company Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $501K | 1.4% |
| Fidelity Small Cap Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $291K | 0.8% |
| Fidelity Intermed Bond Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $288K | 0.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.