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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,410 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,113 |
25 funds of $250K or more; 15 lines in all, holding $70.7M of the plan's $71.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $39.3M | 55.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.4M | 10.5% |
| Harbor Capital Appreciation Fund Administrative Class Harbor Capital · Mutual fund | $3.9M | 5.6% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.1M | 4.4% |
| Dodge & Cox Funds Dodge & Cox · Mutual fund | $2.7M | 3.8% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $2.5M | 3.6% |
| Fidelity Retirement Government Money Market Fund II Fidelity (FMR) · Money market Recordkeeper's own fund | $2.5M | 3.5% |
| Fidelity International Discovery Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.0M | 2.8% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 2.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.2% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.