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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,287 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,814 |
20 funds of $250K or more; 15 lines in all, holding $42.6M of the plan's $43.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $30.7M | 72.1% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $3.8M | 9.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 6.0% |
| Harbor Capital Appreciation 2 Harbor Capital · Mutual fund | $1.4M | 3.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.1M | 2.5% |
| Virtus Investment Partners Tech A Virtus · Mutual fund Possible retail class A | $866K | 2.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $706K | 1.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $511K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $423K | 1.0% |
| Wasatch Core Growth Fund Institutional Class Shares Manager not matched · Mutual fund | $243K | 0.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.