Filings through .
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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) | $16,385 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,251 |
26 funds of $250K or more; 21 lines in all, holding $53.6M of the plan's $57.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $24.5M | 45.7% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.8M | 14.6% |
| Fidelity S & P 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 13.4% |
| Columbia Balanced Index Ameriprise (Columbia Threadneedle) · Mutual fund Index | $4.2M | 7.9% |
| Pacific Sustainable Allocation Investor Fund Registered Investment Company Manager not matched · Mutual fund Possible retail class A | $1.4M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.1% |
| Harbor International Investors Fund Harbor Capital · Mutual fund | $879K | 1.6% |
| Investors Diversified Dividend Index Fund Registered Investment Company Manager not matched · Mutual fund IndexPossible retail class A | $777K | 1.5% |
| Description Cost Value MIP Class 1 Fund Manager not matched · Mutual fund | $736K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $634K | 1.2% |
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: 2 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.