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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,874 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,823 |
Filed as: USI ADVISORS, INC Service code 16 · EIN 06-1397347 | Consulting | $5,788 |
27 funds of $250K or more; 21 lines in all, holding $112M of the plan's $115M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $80.9M | 72.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.6M | 8.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.3M | 3.0% |
| AF TD Income 2025 R6 Capital Group · Mutual fund | $2.7M | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.5% |
| JH Discpl Value R6 Manager not matched · Mutual fund | $1.4M | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.2M | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.1% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 0.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $1.2M |
| DroppedAF Europac Growth R6 | $678K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.