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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,206 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,434 |
26 funds of $250K or more; 148 lines in all, holding $597M of the plan's $620M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $370M | 61.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $75.0M | 12.6% |
| FID Blue Chip GR K Fidelity (FMR) · Other Recordkeeper's own fund | $71.5M | 12.0% |
| Oq5e Dodge & Cox Stock X Dodge & Cox · Mutual fund | $17.3M | 2.9% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $17.0M | 2.8% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $7.0M | 1.2% |
| FID GLB EX US IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $6.4M | 1.1% |
| Oq5f Dodge & Cox Int SK X Dodge & Cox · Mutual fund | $5.4M | 0.9% |
| Ol1g WM Blr Intl Ldrs R6 Manager not matched · Mutual fund | $4.7M | 0.8% |
| FID SM CAP Discovery Fidelity (FMR) · Other Recordkeeper's own fund | $4.6M | 0.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).