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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,277 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,738 |
3 funds of $250K or more; 7 lines in all, holding $8.2M of the plan's $39.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.3M | 76.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $863K | 10.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract IndexRecordkeeper's own fund | $462K | 5.6% |
| Invs Develop Mkt R6 Manager not matched · Mutual fund | $214K | 2.6% |
| AF Europac Growth R6 Capital Group · Mutual fund | $161K | 2.0% |
| JH Dscpl Val Mdcp R6 Manager not matched · Mutual fund | $119K | 1.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $82K | 1.0% |
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.