Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,434 |
25 funds of $250K or more; 21 lines in all, holding $38.9M of the plan's $40.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $16.7M | 42.9% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.1M | 18.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 11.9% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 4.6% |
| Large Cap Equity Fund American Century · Mutual fund | $1.3M | 3.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 3.0% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 2.7% |
| Neuberger Genesis Fund Neuberger Berman · Mutual fund | $964K | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $728K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $627K | 1.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBaron Growth Fund | $647K |
| AddedGrowth Fund | $546K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.