Filings through .
Filed August 14, 2017 (most recent of 2 filings on file)
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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) | $32,570 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$682 |
26 funds of $250K or more; 19 lines in all, holding $64.1M of the plan's $67.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $29.7M | 46.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.8M | 10.6% |
| Fidelity Growth Strategies Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 7.0% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.3M | 6.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $4.1M | 6.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $3.0M | 4.6% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $2.0M | 3.1% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 2.5% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.4% |
| Money Market Fund Fidelity Money Market Trust Retirement Governm ent Money Market Portfolio Fidelity (FMR) · Money market Recordkeeper's own fund | $1.4M | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.