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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-5476782 | Consulting | $36,329 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,510 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,017 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSIONS LLC Service code 10 · EIN 26-3429295 | Accounting | $11,845 |
15 funds of $250K or more; 21 lines in all, holding $42.9M of the plan's $52.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Other Target-date, 10 vintages | $24.7M | 57.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $10.2M | 23.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 7.8% |
| i) Money market fund: Vang Treasury MM Vanguard · Money market | $1.8M | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $734K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $557K | 1.3% |
| TCW MW TOT RTN BD P TCW · Other | $295K | 0.7% |
| Dimensional Emerging Core Equity Market ETF Dimensional · Mutual fund | $272K | 0.6% |
| Vang TOT BD MKT ADM Vanguard · Other Index | $203K | 0.5% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $199K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund Class R6 | $734K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.