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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $975,659 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $658,557 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $90,000 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $60,500 |
28 funds of $250K or more; 18 lines in all, holding $2.77B of the plan's $2.91B. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $1.83B | 66.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $270M | 9.8% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $210M | 7.6% |
| Fidelity International Index Advantage Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $76.8M | 2.8% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $56.3M | 2.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $49.0M | 1.8% |
| MassMutual Mid Cap Growth Fund Class 1 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $47.5M | 1.7% |
| Prudential Core Plus Bond Fund 12 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $36.3M | 1.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $34.4M | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $30.5M | 1.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.