Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,669 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,446 |
27 funds of $250K or more; 20 lines in all, holding $126M of the plan's $126M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $83.3M | 66.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22.5M | 17.8% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 2.2% |
| Vanguard Primecap Core Fund Investor Shares Vanguard · Mutual fund | $2.2M | 1.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 1.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.9M | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 1.1% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $1.1M | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.