Filings through .
Filed October 3, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,663 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $39,135 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,435 |
25 funds of $250K or more; 23 lines in all, holding $68.0M of the plan's $74.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $39.2M | 57.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.6M | 12.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.4M | 10.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.6M | 2.4% |
| Columbia Dividend Income Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $1.6M | 2.4% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $1.6M | 2.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 1.8% |
| Artisan Mid Cap Fund Investor Shares Artisan Partners · Mutual fund | $1.2M | 1.8% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $588K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.