Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,756 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,914 |
26 funds of $250K or more; 18 lines in all, holding $91.9M of the plan's $93.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $51.5M | 56.1% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.8M | 13.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.3M | 10.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.1M | 4.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 3.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 2.0% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 1.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 1.3% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedThe Hartford International Opportunities Fund | $1.4M |
| DroppedUndiscovered Managers Behavioral Value Fund | $310K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.