Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,424 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,319 |
33 funds of $250K or more; 23 lines in all, holding $287M of the plan's $293M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $57.5M | 20.0% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $57.3M | 19.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $46.8M | 16.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $23.9M | 8.3% |
| GS LG CP GR Ins R6 Goldman Sachs · Mutual fund | $13.6M | 4.7% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $13.5M | 4.7% |
| THE Hartford International Opportunities Fund Class Y Hartford Funds · Mutual fund | $11.4M | 4.0% |
| Natixis Oakmark Fund (Instl) Natixis IM · Mutual fund | $11.4M | 4.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $9.3M | 3.2% |
| Fidelity Puritan Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.6M | 2.3% |
Added 15 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Contrafund Class K | $57.3M |
| AddedVanguard Target Retirement 2030 Fund Investor Shares | $46.8M |
| AddedVanguard Federal Money Market Fund Investor Shares | $23.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.