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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY ADVISORS, LLC5 years Filed as: SANCTUARY SECURITIES INC Service code 55 · EIN 36-2957364 | Other Commissions | $75,482 |
Filed as: MMA SECURITIES LLC Service code 55 · EIN 22-3570392 | Other Commissions | $28,394 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,800 |
26 funds of $250K or more; 18 lines in all, holding $59.1M of the plan's $60.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $29.1M | 49.2% |
| JPMorgan Equity Index Fund Class A JPMorgan · Mutual fund IndexPossible retail class A | $7.5M | 12.7% |
| Fidelity Advisor New Insights Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.3M | 10.6% |
| Fidelity Advisor Stable Value Portfolio I Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $2.6M | 4.4% |
| THE Hartford Dividend AND Growth Fund Class R4 Hartford Funds · Mutual fund | $2.1M | 3.6% |
| Fidelity Advisor Diversified International Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.6M | 2.7% |
| Fidelity Advisor Stock Selector Mid Cap Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.5M | 2.6% |
| JPMorgan Mid Cap Value Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.5M | 2.6% |
| SmallCap S&P 600 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3 | $1.5M | 2.5% |
| Fidelity Advisor Capital & Income Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.3M | 2.2% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedGoldman Sachs Technology Opportunities Fund Class A | $1.9M |
| DroppedFidelity Advisor Energy Fund Class A | $922K |
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.
The auditor signed off without reservation. This is the cleanest opinion.