Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER & PEARSON, P.C Service code 16 · EIN 74-1695589 | Consulting | $15,750 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,680 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
25 funds of $250K or more; 22 lines in all, holding $36.4M of the plan's $37.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $14.5M | 39.7% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.9M | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 11.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 7.5% |
| Managed Income Portfolio Class 1 Manager not matched · Stable value Stable value | $1.2M | 3.3% |
| Invesco High Yield Fund Class R6 Invesco · Mutual fund | $970K | 2.7% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $959K | 2.6% |
| Glenmede Small Cap Equity Portfolio IS Manager not matched · Mutual fund | $908K | 2.5% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $905K | 2.5% |
| JPMorgan Equity Income Fund Class A JPMorgan · Mutual fund Possible retail class A | $792K | 2.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCarillon Scout Mid Cap Fund Class I | $520K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.