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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,319 |
25 funds of $250K or more; 16 lines in all, holding $152M of the plan's $153M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $68.2M | 44.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20.7M | 13.6% |
| Harbor Capital Appreciation 2 Harbor Capital · Mutual fund | $13.7M | 9.0% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $12.6M | 8.3% |
| American Beacon Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $9.3M | 6.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $7.8M | 5.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $5.4M | 3.6% |
| Vrts Z Technology A Manager not matched · Mutual fund Possible retail class A | $4.8M | 3.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 2.1% |
| Eupac Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $1.9M | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,097 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 a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.