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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,558 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,654 |
31 funds of $250K or more; 29 lines in all, holding $135M of the plan's $135M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $94.1M | 69.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.9M | 9.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.3M | 4.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.3M | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 1.3% |
| Fidelity U.S. Bond Index Fund (R) Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.1% |
| Putnam Large Cap Value Fund N/R Franklin Templeton · Mutual fund | $1.1M | 0.9% |
| Fidelity Emerging Markets Index Fund N/R Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 0.8% |
| Fidelity Large Cap Value Index Fund N/R Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $920K | 0.7% |
Added 1 fund, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity U.S. Bond Index Fund to Fidelity U.S. Bond Index Fund (R) | $838K to $1.5M |
| AddedClass T. Rowe Price Associates, Inc. T. Rowe Price All-Cap Opportunities N/R | $896K |
| ReplacedHighT. Rowe Price All-Cap Opportunities Fund-I Class to Including Maturity Date, Rate of Common/Collective Trust Great Gray Trust Company | $686K to $760K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 10 renames.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.