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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,602 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,476 |
10 funds of $250K or more; 21 lines in all, holding $7.5M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.6M | 48.2% |
| Fidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $971K | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $659K | 8.8% |
| Investments: Stable Value Fund; Fidelity Managed Income Portfolio Fund Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $299K | 4.0% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund Possible retail class A | $266K | 3.5% |
| Fidelity Diversified International Fund Mutual fund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $242K | 3.2% |
| Invs Divrs Divd R5 Invesco · Mutual fund Possible retail class A | $221K | 2.9% |
| T. Rowe Price Blue Chip Growth Adv T. Rowe Price · Mutual fund Possible retail class A | $180K | 2.4% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund Possible retail class A | $180K | 2.4% |
| Fidelity Low-Priced Stock Fund Fidelity Advisor Low-Priced Stock Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $170K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.