Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,809 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,197 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,676 |
24 funds of $250K or more; 17 lines in all, holding $55.0M of the plan's $56.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $30.6M | 55.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.8M | 17.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.5M | 4.6% |
| Harbor Harbor Capital · Other | $2.3M | 4.2% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.9M | 3.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.9% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $832K | 1.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $685K | 1.2% |
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.
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.