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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) | $117,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,455 |
21 funds of $250K or more; 13 lines in all, holding $178M of the plan's $191M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $55.9M | 31.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $27.9M | 15.7% |
| Ggtc Large CP Value I1 Manager not matched · Collective trust | $20.1M | 11.3% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $14.3M | 8.0% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $11.1M | 6.2% |
| JPMorgan Value Advantage Fund Class L JPMorgan · Mutual fund | $11.1M | 6.2% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $10.8M | 6.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 4.1% |
| SM Cap GR III I1 Manager not matched · Collective trust | $6.1M | 3.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $4.5M | 2.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSM Cap GR III I1 | $6.1M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $5.7M |
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.
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.