Filings through .
Filed August 19, 2015
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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) | $70,273 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,525 |
20 funds of $250K or more; 11 lines in all, holding $223M of the plan's $228M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 11 vintages | $137M | 61.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $38.4M | 17.2% |
| Parnassus Sustain CR EQ 1 Affiliated Managers Group · Other | $10.4M | 4.7% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 3.2% |
| Fidelity MIP CL 2 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $7.1M | 3.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.8M | 3.1% |
| Earnest Smid CP Core Manager not matched · Other | $6.4M | 2.9% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.8M | 2.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.4M | 1.1% |
| Par or Maturity Value Mutual Funds Fidelity Investments Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 0.9% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBaird Core Plus Bond Fund Institutional | $2.4M |
| AddedPar or Maturity Value Mutual Funds Fidelity Investments | $2.1M |
| DroppedValue Mutual Funds: Fidelity Manag | $1.6M |
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 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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.