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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,425 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,004 |
22 funds of $250K or more; 20 lines in all, holding $18.3M of the plan's $18.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.2M | 50.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 8.8% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 7.8% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $1.1M | 6.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $774K | 4.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $772K | 4.2% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $538K | 2.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $456K | 2.5% |
| Eupac Fund Capital Group · Mutual fund | $454K | 2.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $403K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.