Filings through .
Filed December 5, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,375 |
22 funds of $250K or more; 17 lines in all, holding $88.1M of the plan's $89.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $54.4M | 61.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.4M | 15.2% |
| Large Cap Growth Index Fund Manager not matched · Mutual fund Index | $7.1M | 8.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 2.3% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $1.8M | 2.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 1.2% |
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $949K | 1.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $637K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 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.