Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$163,607 |
25 funds of $250K or more; 15 lines in all, holding $224M of the plan's $227M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $106M | 47.2% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $25.2M | 11.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.8M | 11.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $17.0M | 7.6% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $7.9M | 3.5% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $7.5M | 3.4% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.0M | 3.1% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $7.0M | 3.1% |
| Stable Value Collective Trust Fidelity Management Trust Company Managed Income Portfolio Class 1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $6.8M | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 1.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.