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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,359 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,895 |
17 funds of $250K or more; 20 lines in all, holding $28.1M of the plan's $28.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.5M | 26.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.8M | 13.6% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $3.6M | 13.0% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $3.2M | 11.4% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $2.8M | 9.8% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $1.3M | 4.6% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 4.4% |
| Allspring Core Bond Fund Allspring · Mutual fund | $1.1M | 3.9% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $837K | 3.0% |
| American Century Small Cap Value American Century · Other | $835K | 3.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.