Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,168 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,193 |
30 funds of $250K or more; 23 lines in all, holding $138M of the plan's $139M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $97.8M | 71.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.3M | 8.2% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.2M | 5.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 1.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 1.3% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 1.2% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $1.6M | 1.2% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.