Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $62,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,826 |
19 funds of $250K or more; 16 lines in all, holding $34.3M of the plan's $42.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.5M | 19.0% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $5.9M | 17.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.7M | 13.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.9M | 11.2% |
| American Balanced Fund Capital Group · Mutual fund | $2.6M | 7.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.8M | 5.1% |
| The Hartford Balanced Income Fund Hartford Funds · Mutual fund | $1.5M | 4.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.4M | 4.1% |
| Blackrock Global Allocated BlackRock · Mutual fund | $1.3M | 3.9% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $1.2M | 3.6% |
Added 1 fund, dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchState Street Target Retirement 2030 Fund to Vanguard Target Retirement 2030 Fund Investor Shares | $3.2M to $4.7M |
| AddedPutnam Large Cap Value Fund | $1.4M |
| DroppedJPMorgan Equity Income Fund | $1.3M |
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 61,314 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.