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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,494 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,304 |
23 funds of $250K or more; 30 lines in all, holding $49.2M of the plan's $50.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.2M | 20.8% |
| Target Date 2020 Manager not matched · Mutual fund | $3.5M | 7.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 2 vintages | $3.2M | 6.6% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $2.9M | 5.9% |
| Target Date 2045 Manager not matched · Mutual fund | $2.9M | 5.9% |
| Target Date 2050 Manager not matched · Mutual fund | $2.7M | 5.6% |
| Target Date 2055 Manager not matched · Mutual fund | $2.5M | 5.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 5.0% |
| Target Date 2025 Manager not matched · Mutual fund | $2.4M | 5.0% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 4.6% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.