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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,256 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,385 |
22 funds of $250K or more; 21 lines in all, holding $44.4M of the plan's $44.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $9.1M | 20.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.0M | 17.9% |
| Invesco Stable Value Retirement Fund Invesco · Stable value Stable value | $5.1M | 11.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.5M | 8.0% |
| Pgim Jennison Global Opportunities Fund Class R6 Prudential (PGIM) · Mutual fund | $2.9M | 6.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 6.2% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.6M | 5.9% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $1.7M | 3.8% |
| Nuveen Mid Cap Value Fund Class I TIAA (Nuveen) · Mutual fund | $1.4M | 3.1% |
| JPMorgan Small Cap Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.3M | 3.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.