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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,013 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,252 |
22 funds of $250K or more; 19 lines in all, holding $59.0M of the plan's $59.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $45.6M | 77.3% |
| Hartford Dividend And Growth Hls Fund (Ia) Hartford Funds · Mutual fund | $2.5M | 4.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 3.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.9% |
| Management Income Portfolio Class 2 Fund Manager not matched · Collective trust | $1.3M | 2.2% |
| JPMorgan U.S. Small Company Fund Class I JPMorgan · Mutual fund | $1.3M | 2.2% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 2.2% |
| Fidelity Fund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $729K | 1.2% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $593K | 1.0% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $525K | 0.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.