Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,678 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,417 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,223 |
17 funds of $250K or more; 13 lines in all, holding $14.4M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.9M | 48.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 20.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $890K | 6.2% |
| Registered Investment Companies American Funds EuroPacific Growth Fund R6 Capital Group · Mutual fund | $804K | 5.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $721K | 5.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $687K | 4.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 3.0% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $336K | 2.3% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $263K | 1.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $219K | 1.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.