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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) | $6,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,787 |
13 funds of $250K or more; 16 lines in all, holding $18.4M of the plan's $19.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $15.5M | 84.2% |
| Putnam Fiduciary - Putnam Stable Value Franklin Templeton · Stable value Stable value | $1.1M | 5.8% |
| Great Gray BlackRock Equity Index Fund R BlackRock · Collective trust Index | $491K | 2.7% |
| American Beacon Large Cap Growth Z American Beacon (Resolute) · Mutual fund | $388K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $198K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $124K | 0.7% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $122K | 0.7% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $104K | 0.6% |
| Eupac Fund Capital Group · Mutual fund | $94K | 0.5% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $83K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.