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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES8 years Service code 27 · EIN 74-2798841 | Advisory (Plan) | $216,048 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,976 |
22 funds of $250K or more; 23 lines in all, holding $74.6M of the plan's $75.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.7M | 15.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.0M | 10.8% |
| BlackRock LP Index 2055K BlackRock · Mutual fund Index | $5.6M | 7.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 6.5% |
| Blackrock lifepath Index 2050K BlackRock · Mutual fund Index | $4.8M | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 6.2% |
| BlackRock LifePath Index 2060K BlackRock · Mutual fund Index | $4.5M | 6.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 5.9% |
| Blackrock Lifepath Index 2035K BlackRock · Mutual fund Index | $4.2M | 5.6% |
| Blackrock Lifepath Index 2040K BlackRock · Mutual fund Index | $3.7M | 4.9% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.