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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,352 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $25,860 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,970 |
23 funds of $250K or more; 18 lines in all, holding $43.3M of the plan's $43.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $15.4M | 35.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.2M | 30.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 7.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.1M | 4.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 2.4% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $828K | 1.9% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $716K | 1.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $595K | 1.4% |
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.