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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,633 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,693 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $17,000 |
24 funds of $250K or more; 26 lines in all, holding $50.1M of the plan's $50.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.1M | 24.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 9.4% |
| Emp Guaranteed Inc Manager not matched · Insurance contract | $3.8M | 7.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $3.4M | 6.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $3.2M | 6.4% |
| Blkrk LP Index 2035 K BlackRock · Collective trust Index | $3.2M | 6.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.8M | 5.5% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $2.3M | 4.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.2% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $1.6M | 3.2% |
Added 19 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Growth Index Fund Admiral Shares | $12.1M |
| AddedVanguard Value Index Fund Admiral Shares | $4.7M |
| DroppedAF Europac Growth R6 | $3.9M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.