Filings through .
Filed October 19, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC2 years Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $49,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,689 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,307 |
20 funds hold $25.4M of the plan's $25.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $16.8M | 66.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 10.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 6.6% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $691K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $570K | 2.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $401K | 1.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $377K | 1.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $349K | 1.4% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $341K | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $336K | 1.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedHood River Small-Cap Growth Fund | $691K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.