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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,152 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,186 |
BAKER TILLY US, LLP1 year Service code 16 · EIN 39-0859910 | Consulting | $20,106 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP, LP Service code 16 · EIN 99-1405547 | Consulting | $5,250 |
24 funds of $250K or more; 22 lines in all, holding $43.3M of the plan's $44.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $26.6M | 61.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.7M | 13.2% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.9M | 8.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.5% |
| Empower Annuity Company Guaranteed Income Fund Empower · Insurance contract | $710K | 1.6% |
| Fidelity Small Cap Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $577K | 1.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $575K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $556K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $549K | 1.3% |
| Fidelity Investor Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $533K | 1.2% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighInvesco Diversified Dividend Fund Class R5 to Class E Great Gray Trust Putnam Large Cap Value R1 N/R | $388K to $438K |
| DroppedTrust Class E Great Gray EuroPacific Growth Great Gray Trust EuroPacific | $362K |
| AddedFidelity Inflation-Protected Bond Index Fund | $327K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.