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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,839 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,725 |
21 funds of $250K or more; 22 lines in all, holding $32.3M of the plan's $32.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $19.1M | 59.2% |
| Fidelity Growth Disc K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.5M | 17.0% |
| Glenmede Lgcpcore IS Manager not matched · Mutual fund | $1.5M | 4.6% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $953K | 3.0% |
| Msif Discovery R6 Morgan Stanley · Mutual fund | $715K | 2.2% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $635K | 2.0% |
| Pim Total RT Inst Manager not matched · Mutual fund | $549K | 1.7% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $480K | 1.5% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $355K | 1.1% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $355K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.