Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $127,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $114,690 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,614 |
BLACK & PINCKARD LLC2 years Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $13,000 |
25 funds of $250K or more; 21 lines in all, holding $77.3M of the plan's $78.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $48.7M | 62.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.5M | 8.4% |
| Pgim Jemison Growth Fund Prudential (PGIM) · Mutual fund | $4.8M | 6.2% |
| Victory RS Global Fund Victory Capital · Mutual fund | $2.3M | 3.0% |
| International Index Fund Manager not matched · Mutual fund Index | $2.1M | 2.7% |
| LifeStrategy Growth Fund Manager not matched · Mutual fund | $1.9M | 2.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Manager not matched · Mutual fund | $1.6M | 2.1% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $1.6M | 2.0% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.3M | 1.7% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $1.2M | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.