Filings through .
Filed March 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,009 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,500 |
23 funds of $250K or more; 19 lines in all, holding $36.9M of the plan's $38.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $16.8M | 45.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $5.9M | 15.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 8.6% |
| Morley Stable Value Fund Principal · Stable value Stable value | $1.8M | 4.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.7M | 4.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 3.5% |
| Vanguard Balance Index Admiral Vanguard · Mutual fund Index | $1.3M | 3.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $895K | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $800K | 2.2% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $800K | 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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.