Filings through .
Filed December 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
23 funds hold $42.2M of the plan's $45.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.3M | 24.4% |
| Fidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $9.0M | 21.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 11.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $3.3M | 7.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.5M | 5.9% |
| Fidelity Value Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.3M | 3.1% |
| Fidelity Large Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.2M | 3.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 2.8% |
| Fidelity International Discovery Fund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.1M | 2.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.