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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,141 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,060 |
Filed as: SEQUOIA 401K ADVISORY SERVICE Service code 27 1850 GATEWAY DRIVE · SAN MATEO, CA 94404 | Advisory (Plan) | $27,183 |
SENSIBA SAN FILIPPO LLP2 years Filed as: SENSIBA LLP Service code 27 P.O. BOX 3687 · HAYWARD, CA 94540 | Advisory (Plan) | $19,800 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, A PROFESSIONAL CORPO Service code 29 · EIN 94-3216063 | Legal | $6,345 |
32 funds of $250K or more; 25 lines in all, holding $237M of the plan's $246M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $92.7M | 39.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $39.1M | 16.5% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $20.7M | 8.7% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $15.2M | 6.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.0M | 5.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.1M | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.5M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.1M | 2.2% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.9M | 2.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $4.7M | 2.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.