Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,674 |
MARSH & MCLENNAN AGENCY LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,150 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,961 |
13 funds of $250K or more; 15 lines in all, holding $21.1M of the plan's $21.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $12.2M | 57.9% |
| Rate of Mutual Funds Fidelity Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.6M | 17.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 12.2% |
| Pioneer Fndml Grth K N/R Victory Capital · Other | $667K | 3.2% |
| Pioneer Htfd Intl Opps R6 N/R Victory Capital · Mutual fund | $663K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $314K | 1.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $301K | 1.4% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $209K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $179K | 0.8% |
| John Hancock JH Discpl Value R6 N/R John Hancock (Manulife) · Mutual fund | $128K | 0.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRate of Mutual Funds Fidelity Fidelity | $3.6M |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.