Filings through .
Filed October 18, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
22 funds of $250K or more; 19 lines in all, holding $27.1M of the plan's $27.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.4M | 27.4% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.6M | 20.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 16.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 10.7% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $929K | 3.4% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $841K | 3.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $727K | 2.7% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $710K | 2.6% |
| Fidelity Intermediate Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $627K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $513K | 1.9% |
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.