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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) | $30,571 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,240 |
24 funds of $250K or more; 15 lines in all, holding $134M of the plan's $161M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $61.8M | 46.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22.5M | 16.8% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.2M | 16.6% |
| Morley Stable Value Fund Principal · Stable value Stable value | $6.5M | 4.8% |
| Putn LG Cap Val R6 Manager not matched · Mutual fund | $3.7M | 2.7% |
| Fidelity Intl Discovery K Registered Investment Company Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.7M | 2.7% |
| EV AC Smid Cap R6 Manager not matched · Mutual fund | $2.7M | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 1.8% |
| Galliard Ret Inc 55 Allspring · Collective trust | $2.1M | 1.6% |
| Fidelity Low-Priced Stock Fund K Registered investment company Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 1.3% |
Added 6 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Growth Company K6 Fund | $22.2M |
| AddedFidelity Intl Discovery K Registered Investment Company | $3.7M |
| AddedFidelity Total International Index Fund | $2.4M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.