Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,937 |
Service code 27 · EIN 76-0392127 | Advisory (Plan) | $52,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,261 |
26 funds of $250K or more; 21 lines in all, holding $117M of the plan's $127M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $84.5M | 72.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.1M | 8.7% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.4M | 7.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.9% |
| Putnam Large Cap Value R1 Franklin Templeton · Mutual fund Possible retail class R1 | $2.0M | 1.7% |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes · Mutual fund | $1.5M | 1.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.2M | 1.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.0M | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $997K | 0.9% |
| New Perspective Fund Capital Group · Mutual fund | $991K | 0.8% |
Added 7 funds, dropped 11 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Investor Shares to Fidelity 500 Index Fund | $18.2M to $10.1M |
| DroppedWashington Mutual Investors Fund | $4.4M |
| DroppedEupac Fund | $4.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.