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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,213 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $54,996 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,682 |
28 funds of $250K or more; 21 lines in all, holding $146M of the plan's $147M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $89.4M | 61.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.3M | 8.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.2M | 7.0% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $6.9M | 4.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 3.5% |
| PIMCO Stable Inc 2 PIMCO (Allianz) · Stable value Stable value | $3.7M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.4% |
| DFA Invt Grd Port IS Dimensional · Mutual fund | $1.5M | 1.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.5M | 1.0% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity AC Focus GLB GR R6 | $618K |
| AddedFidelity International GR II R1 | $414K |
| DroppedFidelity Mid Cap Value R1 | $262K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.