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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,682 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,707 |
21 funds hold $27.0M of the plan's $27.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.4M | 23.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 17.0% |
| American Balanced Fund Capital Group · Mutual fund | $4.4M | 16.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 7.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 6.8% |
| Great Gray Stable Value Fund Manager not matched · Insurance contract | $1.3M | 5.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.2M | 4.4% |
| Great Gray Trust Co. AB US Large Cap Growth CIT Fund Manager not matched · Collective trust | $1.2M | 4.4% |
| T. Rowe Price T. Rowe Price · Mutual fund | $663K | 2.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $636K | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.