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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,263 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,253 |
18 funds of $250K or more; 19 lines in all, holding $18.1M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $10.6M | 58.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 12.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 10.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $511K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $457K | 2.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $372K | 2.1% |
| Loomis Sayles Core Plus Bond Fund Class N Natixis IM · Mutual fund | $367K | 2.0% |
| Stable Value Collective Trust Fund Putnam Fiduciary Trust Co. Franklin Templeton · Stable value Stable value | $353K | 1.9% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $268K | 1.5% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $263K | 1.5% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeDodge & Cox Stock Fund Class I to Dodge & Cox Stock Fund Class X | $608K to $511K |
| Share class changeLoomis Sayles Core Plus Bond Fund Class A to Loomis Sayles Core Plus Bond Fund Class N | $422K to $367K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.