Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARINER WEALTH ADVISORS, LLC4 years Filed as: MARINER LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $47,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,993 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,649 |
20 funds hold $39.3M of the plan's $40.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $19.7M | 50.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.3M | 26.2% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.8M | 4.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $846K | 2.2% |
| Eupac Fund Capital Group · Mutual fund | $663K | 1.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $574K | 1.5% |
| New World Fund Inc Capital Group · Mutual fund | $529K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $412K | 1.0% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighTCW Metwest Total Return Bond Fund to Dodge & Cox Income Fund | $473K to $574K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.