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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,940 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,397 |
22 funds of $250K or more; 20 lines in all, holding $26.8M of the plan's $28.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $17.5M | 65.4% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 10.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 5.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $849K | 3.2% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $529K | 2.0% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $428K | 1.6% |
| John Hancock Funds Disciplined Value Mid Cap Fund Cla 7 John Hancock (Manulife) · Mutual fund | $402K | 1.5% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $363K | 1.4% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $293K | 1.1% |
| Fidelity International Discovery K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $284K | 1.1% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAB Large Cap Value Fund | $629K |
| ReplacedHighVirtus Ceredex Mid-Cap Value Equity Fund Class I to John Hancock Funds Disciplined Value Mid Cap Fund Cla 7 | $329K to $402K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.