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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,747 |
SPC1+ years Service code 27 · EIN 38-2472558 | Advisory (Plan) | $109,372 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,684 |
32 funds of $250K or more; 23 lines in all, holding $178M of the plan's $180M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $110M | 61.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.7M | 12.2% |
| Standard Apex Guaranteed Fixed Interest Fund A6 StanCorp (Meiji Yasuda) · Insurance contract | $9.4M | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.5M | 4.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4.1M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 1.8% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $2.9M | 1.6% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $2.5M | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.