Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $61,028 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,583 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,301 |
28 funds of $250K or more; 19 lines in all, holding $101M of the plan's $102M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $43.5M | 43.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.7M | 16.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.7M | 13.6% |
| Goldman Sachs Stable Value Investor 2 Goldman Sachs · Stable value Stable value | $5.6M | 5.6% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $2.9M | 2.8% |
| Fidelity Advisor Strategic Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 1.9% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 1.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.3M | 1.3% |
Dropped 1 fund, likely replaced 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2035 Fund Class K to Fidelity Freedom 2035 Fund Class K6 | $34.5M to $43.5M |
| Share class changeWashington Mutual Investors Fund Class R-4 to Washington Mutual Investors Fund R-6 | $2.2M to $2.9M |
| ReplacedHighVanguard Small-Cap Value Index Fund Admiral Shares to Fidelity Small Cap Value Index Fund | $1.8M to $1.3M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.