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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROSS BUEHLER Service code 10 · EIN 23-2327390 | Accounting | $21,900 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,726 |
18 funds of $250K or more; 16 lines in all, holding $25.0M of the plan's $26.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.4M | 25.4% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $6.0M | 24.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 9.2% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 7.3% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.8M | 7.1% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 6.3% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 5.2% |
| Baird Core Plus Inv Baird · Mutual fund | $962K | 3.8% |
| American Funds American Mutual Fund Capital Group · Mutual fund | $884K | 3.5% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $500K | 2.0% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.