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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,124 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,518 |
21 funds of $250K or more; 32 lines in all, holding $21.0M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.5M | 40.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 14.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 9.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 5.6% |
| Franklin Gold & Precious Metals Fund Class R6 Franklin Templeton · Mutual fund | $878K | 4.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $599K | 2.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $469K | 2.2% |
| Dimensional Fund Advisors International Core Equity II Fund Dimensional · Mutual fund | $391K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $389K | 1.9% |
| NEW Perspective Fund Class R-5 Capital Group · Mutual fund | $386K | 1.8% |
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 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.