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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,263 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,547 |
18 funds of $250K or more; 14 lines in all, holding $37.8M of the plan's $38.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $27.4M | 72.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $3.3M | 8.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.3M | 6.0% |
| Vanguard Vangaurd Total International Stock Index Fund Vanguard · Mutual fund Index | $1.6M | 4.2% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $977K | 2.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $965K | 2.6% |
| Fidelity Extended Market Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $326K | 0.9% |
| Wilmington U.S. Treasury Money Market Fund Manager not matched · Money market | $297K | 0.8% |
| Allspring Small Company Growth Fund Class R6 Allspring · Mutual fund | $225K | 0.6% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $161K | 0.4% |
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.