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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) | $12,573 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,150 |
23 funds of $250K or more; 18 lines in all, holding $50.0M of the plan's $50.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $20.1M | 40.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $6.6M | 13.2% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $6.4M | 12.9% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $4.7M | 9.5% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.5M | 4.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.5M | 2.9% |
| Principal Guaranteed Fixed Account Principal · Insurance contract | $1.4M | 2.8% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.3M | 2.7% |
| ABF Large Cap Value Fund Manager not matched · Mutual fund Possible retail class A | $1.3M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.1M | 2.2% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.