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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,613 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,469 |
18 funds of $250K or more; 23 lines in all, holding $39.7M of the plan's $40.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $7.2M | 18.2% |
| FID FDM IDX 2045 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $6.5M | 16.3% |
| FID FDM IDX 2035 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $5.3M | 13.4% |
| FID Total MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.6M | 9.0% |
| FID FDM IDX 2050 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.5M | 8.7% |
| FID FDM IDX 2055 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.2M | 8.0% |
| FID FDM IDX 2030 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.0M | 7.5% |
| FID Contrafund K6 Fidelity (FMR) · Other Recordkeeper's own fund | $1.7M | 4.4% |
| FID FDM IDX 2060 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $1.1M | 2.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $978K | 2.5% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.