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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,810 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,348 |
21 funds of $250K or more; 14 lines in all, holding $45.3M of the plan's $46.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $29.0M | 63.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.6M | 14.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.2M | 7.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 3.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 2.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $965K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $635K | 1.4% |
| Pgim Total Return Bond Fund CIT Class LP Prudential (PGIM) · Collective trust | $603K | 1.3% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Mutual fund | $521K | 1.1% |
| MFS Mid Cap Value Fund CT MFS (Sun Life) · Mutual fund | $349K | 0.8% |
Added 1 fund, dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustPgim Total Return Bond Fund to Pgim Total Return Bond Fund CIT Class LP | $548K to $603K |
| AddedMFS Mid Cap Growth Fund CT | $521K |
| DroppedSmallCap Growth Fund I | $316K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.