Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $30,438 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $27,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,394 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,051 |
11 funds of $250K or more; 18 lines in all, holding $12.2M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.2M | 67.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 13.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $494K | 4.1% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $275K | 2.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $256K | 2.1% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $185K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $162K | 1.3% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $143K | 1.2% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $135K | 1.1% |
| T. Rowe Price Dividend Growth Advisor Fund T. Rowe Price · Mutual fund | $130K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.