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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,669 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,132 |
22 funds of $250K or more; 18 lines in all, holding $29.2M of the plan's $30.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $18.9M | 64.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 6.4% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 5.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $919K | 3.1% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $773K | 2.6% |
| Cash funds: Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $730K | 2.5% |
| Harbor International Fund Institutional Class Fiduciary Management (FMI) · Mutual fund | $513K | 1.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $496K | 1.7% |
| Wasatch Core Growth Fund Institutional Class Shares Manager not matched · Mutual fund | $419K | 1.4% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.