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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,702 |
18 funds of $250K or more; 10 lines in all, holding $253M of the plan's $268M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $141M | 55.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $38.8M | 15.3% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $33.4M | 13.2% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund | $16.1M | 6.3% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $6.3M | 2.5% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $5.9M | 2.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $5.6M | 2.2% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $4.1M | 1.6% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market | $2.1M | 0.8% |
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 1 vintage | $187K | <0.1% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Strategic Equity Fund Investor Shares | $4.1M |
| DroppedJanus Henderson Triton Fund | $1.6M |
| DroppedEupac Fund | $975K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.