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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) | $9,709 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,604 |
19 funds of $250K or more; 20 lines in all, holding $17.4M of the plan's $17.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.6M | 43.9% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 1 vintage | $3.0M | 17.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 8.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 6.0% |
| BlackRock EAFE Equity Index R BlackRock · Mutual fund Index | $616K | 3.5% |
| Great Gray Large Cap Value Fund Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $565K | 3.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $316K | 1.8% |
| Allspring Real Return Fund Class R6 Allspring · Mutual fund | $300K | 1.7% |
| Great Gray Mid Cap Value Fund II Class R1 Manager not matched · Mutual fund Possible retail class R1 | $293K | 1.7% |
| Stable Value Collective Trust Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $290K | 1.7% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund. Moved to another target-date series. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom 2030 Fund Class K to T. Rowe Price Retirement Blend 2035 Fund | $9.1M to $10.6M |
| ReplacedHighFidelity International Index Fund to BlackRock EAFE Equity Index R | $363K to $616K |
| AddedGreat Gray Large Cap Value Fund Fee Class R1 | $565K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.