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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,999 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $40,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,545 |
27 funds of $250K or more; 15 lines in all, holding $71.4M of the plan's $72.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $44.1M | 61.8% |
| Fidelity Research Growth Company K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.4M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 6.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 6.3% |
| Money Market fund Fidelity Management & Research Fidelity (FMR) · Money market Recordkeeper's own fund | $2.6M | 3.6% |
| Fidelity Research International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.4% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.2M | 1.7% |
| Fidelity Research Diversified International K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 1.6% |
| Vanguard Winsdor Admiral Vanguard · Mutual fund | $1.2M | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $793K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.