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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,594 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,192 |
IRA GROUP1 year Service code 27 · EIN 58-1989031 | Advisory (Plan) | $10,000 |
23 funds of $250K or more; 17 lines in all, holding $162M of the plan's $165M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $90.6M | 55.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.1M | 14.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $14.5M | 8.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.1M | 3.1% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $4.6M | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 2.3% |
| Principal MidCap R6 Principal · Mutual fund | $3.0M | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 1.8% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.7M | 1.6% |
Added 2 funds, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighCarillon Eagle Mid Cap Growth Fund to Principal MidCap R6 | $2.7M to $3.0M |
| ReplacedMediumAllspring Special Mid Cap Value Fund to MFS Mid Cap Value Fund R6 | $2.5M to $613K |
| AddedThe Hartford International Value Fund Class R6 | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.