Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,929 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,121 |
23 funds of $250K or more; 19 lines in all, holding $77.1M of the plan's $80.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $46.8M | 60.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.3M | 13.4% |
| American Funds Target Date Capital Group · Mutual fund | $4.9M | 6.4% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $4.2M | 5.4% |
| Fidelity US Sustainable Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.2% |
| Fidelity Ex Target Date Market N/R Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $1.0M | 1.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $933K | 1.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.