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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,939 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $32,875 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,858 |
21 funds of $250K or more; 17 lines in all, holding $30.9M of the plan's $31.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.2M | 29.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 11.8% |
| T. Rowe Price Stable Value A T. Rowe Price · Stable value Stable value | $3.5M | 11.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 7.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $2.1M | 6.7% |
| AM Cent EQ Inc R6 Manager not matched · Mutual fund | $2.1M | 6.7% |
| AF Balanced R6 Manager not matched · Mutual fund | $2.0M | 6.6% |
| MFS ToT RTN Bond R6 MFS (Sun Life) · Mutual fund | $1.4M | 4.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $986K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $698K | 2.3% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.