Filings through .
Filed March 28, 2024 (most recent of 2 filings on file)
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Total covered: 15 employees
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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) | $6,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,793 |
13 funds of $250K or more; 5 lines in all, holding $29.8M of the plan's $33.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $21.4M | 71.8% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $6.5M | 21.8% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $881K | 3.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $877K | 2.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $155K | 0.5% |
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 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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.