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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,680 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $7,171 |
18 funds of $250K or more; 20 lines in all, holding $34.4M of the plan's $35.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $23.8M | 69.2% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $3.5M | 10.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 6.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $921K | 2.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $624K | 1.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $587K | 1.7% |
| Ishares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $522K | 1.5% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $461K | 1.3% |
| iShares U.S. Aggregate Bond Index Fund Class K BlackRock · Collective trust Index | $298K | 0.9% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · Collective trust Index | $250K | 0.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.