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 | $104,726 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,298 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $35,042 |
DOEREN MAYHEW1+ years Filed as: DOEREN MAYHEW ASSURANCE, PC Service code 10 · EIN 38-2492570 | Accounting | $10,910 |
19 funds of $250K or more; 10 lines in all, holding $211M of the plan's $227M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $86.3M | 40.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $78.9M | 37.3% |
| Voya Retirement Insurance Voya Intermediate Stable Value Fund and Annuity Company Voya · Insurance contract | $16.0M | 7.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.8M | 4.6% |
| Prudential Core Plus Bond Fund Unit - Class 6 Prudential (PGIM) · Mutual fund | $8.8M | 4.2% |
| Invesco International Growth Trust Invesco · Collective trust | $5.2M | 2.5% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $3.7M | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.0% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $427K | 0.2% |
| Templeton Global Bond Fund Class R6 Franklin Templeton · Mutual fund | $183K | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.