Filings through .
Filed May 18, 1995
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) | $94,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,858 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $55,069 |
VRAKAS S.C.2 years Filed as: VRAKAS Service code 16 · EIN 39-1453055 | Consulting | $34,500 |
26 funds of $250K or more; 15 lines in all, holding $262M of the plan's $270M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $107M | 40.8% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $42.1M | 16.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $33.0M | 12.6% |
| Fidelity Managed Income Portfolio II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $14.7M | 5.6% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.6M | 4.8% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $12.0M | 4.6% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $9.7M | 3.7% |
| Vanguard Total Intl Stock Mrkt Index Vanguard · Mutual fund Index | $9.6M | 3.7% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.2M | 2.4% |
| MFS International Large Cap Value Fund MFS (Sun Life) · Mutual fund | $5.2M | 2.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJanus Henderson AAA CLO ETF | $434K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.