Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,888 |
24 funds of $250K or more; 19 lines in all, holding $31.6M of the plan's $32.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $14.3M | 45.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 18.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.5M | 11.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 4.4% |
| Fidelity International Capital Appreciation K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $774K | 2.5% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $621K | 2.0% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $600K | 1.9% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $565K | 1.8% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $559K | 1.8% |
| MassMutual Small Cap Growth Equity Fund Class I MassMutual · Mutual fund | $520K | 1.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.