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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,685 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,688 |
28 funds of $250K or more; 18 lines in all, holding $61.8M of the plan's $61.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $39.3M | 63.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.3M | 11.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $3.1M | 5.0% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 2.6% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.2M | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.8% |
| payment schedules vary, collateralized by participant account Manager not matched · Other | $958K | 1.6% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $826K | 1.3% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPIMCO RAE Emerging Markets Fund | $470K |
| DroppedInvs Eqv EM Allcp R5 | $454K |
| DroppedVrts C Mdcp Val EQ I | $442K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.