Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,184 |
CWM LLC4 years Service code 27 · EIN 27-4011107 | Advisory (Plan) | $42,780 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,624 |
12 funds of $250K or more; 19 lines in all, holding $18.9M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $15.8M | 83.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 6.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $931K | 4.9% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $191K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $149K | 0.8% |
| Victory Government Securities Fund (Formerly Usaa Government Securities Fund) Victory Government Securities Fund Class R6 Victory Capital · Mutual fund | $133K | 0.7% |
| American Federated New World R6 Mutual fund Federated Hermes · Mutual fund | $105K | 0.6% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $98K | 0.5% |
| Columbia Small Cap Growth Fund I Class I3 Mutual fund Ameriprise (Columbia Threadneedle) · Mutual fund | $96K | 0.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 0.4% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $745K to $1.2M |
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.
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.