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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC10+ years Filed as: GREGORY J. SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $121,585 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,180 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,793 |
28 funds of $250K or more; 20 lines in all, holding $103M of the plan's $107M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $29.0M | 28.1% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $18.0M | 17.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.3M | 12.9% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $4.9M | 4.7% |
| Reliance Trust New York Life Anchor Account Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $4.3M | 4.1% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $4.1M | 4.0% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $3.7M | 3.6% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.6M | 3.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 3.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $3.0M | 2.9% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.