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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,089 |
22 funds of $250K or more; 13 lines in all, holding $218M of the plan's $220M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index Secu State Street (SSgA) · Collective trust Index | $69.8M | 32.0% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $48.5M | 22.2% |
| Fidelity Managed Income Portfolio II Class 1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $15.1M | 6.9% |
| Registered investment company mutual funds Massachusetts Financial Services Company MFS (Sun Life) · Mutual fund | $15.0M | 6.8% |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lendin State Street (SSgA) · Mutual fund Index | $13.8M | 6.3% |
| Loomis Sayles Trust Company, LLC Collective Trust for Employee Benefit Plans Natixis IM · Collective trust | $13.2M | 6.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $11.5M | 5.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.8M | 4.5% |
| State Street U.S. Bond Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $9.5M | 4.3% |
| Ssga Russell Small Mid Cap Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $9.2M | 4.2% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.