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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,285 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,767 |
23 funds of $250K or more; 15 lines in all, holding $98.2M of the plan's $99.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $44.7M | 45.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $17.7M | 18.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $10.4M | 10.6% |
| Galliard Stable Return Fund M Allspring · Collective trust | $3.5M | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 3.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.9M | 2.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.9M | 2.9% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 2.9% |
| Clear Bridge International Growth Fund Manager not matched · Mutual fund | $2.5M | 2.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.9M | 2.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.