Filings through .
Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,700 |
27 funds of $250K or more; 17 lines in all, holding $102M of the plan's $105M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $57.8M | 56.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.0M | 14.7% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $6.6M | 6.5% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 2.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.6M | 2.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.1% |
| AS Spl Mid CP Val IS Manager not matched · Mutual fund | $2.0M | 1.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 1.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.