Filings through .
Filed August 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $105,517 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $89,969 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 33-4144829 | Accounting | $36,600 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$355,972 |
23 funds of $250K or more; 10 lines in all, holding $290M of the plan's $348M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $145M | 49.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $56.7M | 19.6% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $23.8M | 8.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $23.7M | 8.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.6M | 3.0% |
| Vict CP Intm BD R6 Manager not matched · Mutual fund | $8.1M | 2.8% |
| MFS Intl Divrsn R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.9M | 2.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $6.8M | 2.4% |
| Victory S Estb Val Y Victory Capital · Mutual fund | $6.0M | 2.1% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $4.8M | 1.6% |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.