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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,231 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,375 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 16 · EIN 22-3570392 | Consulting | $18,500 |
BLAND GARVEY, P.C.6 years Service code 10 · EIN 75-1854024 | Accounting | $17,267 |
19 funds of $250K or more; 18 lines in all, holding $66.1M of the plan's $69.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $45.5M | 68.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.1M | 15.3% |
| Pioneer Fundamental Growth Fund: Class Y Victory Capital · Mutual fund | $3.7M | 5.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $1.9M | 2.9% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $905K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $814K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $754K | 1.1% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $652K | 1.0% |
| MFS Mid Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $418K | 0.6% |
| Loomis Sayles Core Plus Bond Fund Class A Natixis IM · Mutual fund Possible retail class A | $312K | 0.5% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Self-Directed Brokerage Accounts | $1.5M |
| AddedMFS International Diversification Fund R3 | $905K |
| DroppedMFS Intl Divrsn R3 | $796K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.