Filings through .
Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $155,073 |
PERSIUM ADVISORS LLC1+ years Service code 27 · EIN 11-3695054 | Advisory (Plan) | $80,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$52,590 |
27 funds of $250K or more; 18 lines in all, holding $423M of the plan's $732M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $112M | 26.5% |
| SP LC Growth Index Class C Manager not matched · Collective trust Index | $53.5M | 12.6% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $42.7M | 10.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $39.3M | 9.3% |
| George Capital Management, LLC SP 500 Index Pl Class C Geode Capital Management · Mutual fund Index | $38.2M | 9.0% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $29.9M | 7.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $28.2M | 6.7% |
| Stable Value Funds Principal Global Investors Trust Co Principal · Insurance contract | $23.1M | 5.5% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.4M | 2.2% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund | $7.7M | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.