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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,407 |
22 funds of $250K or more; 15 lines in all, holding $79.9M of the plan's $81.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $52.0M | 65.1% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $10.8M | 13.5% |
| Large Cap Growth T. Rowe Price · Collective trust | $4.3M | 5.3% |
| Vanguard Institutional Total International Stock Market Index Trust Vanguard · Collective trust Index | $2.6M | 3.2% |
| Vanguard Institutional Extended Market Index Trust Vanguard · Collective trust Index | $2.0M | 2.5% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $1.8M | 2.2% |
| MFS Large Cap Value CL 5 MFS (Sun Life) · Collective trust | $1.7M | 2.1% |
| Vanguard Institutional Total Bond Market Index Trust Vanguard · Collective trust Index | $1.6M | 2.0% |
| Prudential Core Plus Bond Fund Class 5 Prudential (PGIM) · Mutual fund | $1.0M | 1.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $859K | 1.1% |
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.