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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $214,669 |
Service code 26 · EIN 33-0905143 | Advisory (Participants) | $75,833 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,017 |
23 funds of $250K or more; 17 lines in all, holding $144M of the plan's $155M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $75.8M | 52.5% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $16.0M | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.7M | 9.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.6M | 8.8% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $4.6M | 3.2% |
| Franklin Templeton Intl Value Franklin Templeton · Mutual fund | $4.6M | 3.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $3.7M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 1.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $2.5M | 1.7% |
Dropped 1 fund, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Index 2030 Fund Institutional Premium Class to Blackrock Lifepath Index 2040 Fund | $72.4M to $91.7M |
| ReplacedHighJPMorgan Equity Income Fund Class R6 to PIMCO Income Fund | $4.9M to $651K |
| ReplacedHighTransamerica International Equity R6 to Franklin Templeton Intl Value | $1.8M to $4.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.