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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $19,120 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,431 |
20 funds of $250K or more; 15 lines in all, holding $70.5M of the plan's $71.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $50.5M | 71.6% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $8.4M | 12.0% |
| Vanguard Institutional Total International Stock Market Index Trust Vanguard · Collective trust Index | $2.6M | 3.8% |
| Large Cap Growth T. Rowe Price · Collective trust | $2.3M | 3.3% |
| Vanguard Institutional Extended Market Index Trust Vanguard · Collective trust Index | $1.4M | 2.0% |
| Prudential Core Plus Bond Fund Class 5 Prudential (PGIM) · Mutual fund | $1.2M | 1.7% |
| MFS Large Cap Value CL 5 MFS (Sun Life) · Collective trust | $1.2M | 1.7% |
| Vanguard Institutional Total Bond Market Index Trust Vanguard · Collective trust Index | $803K | 1.1% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $519K | 0.7% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $475K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.