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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $103,384 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $72,452 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,949 |
WILLIAMS BENATOR & LIBBY1 year Filed as: WILIAMS BENATOR @ LIBBY, LLP Service code 10 · EIN 58-1460137 | Accounting | $35,870 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,206 |
24 funds of $250K or more; 23 lines in all, holding $77.6M of the plan's $79.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $43.1M | 55.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.5M | 18.7% |
| AllianceBernstein US Large Cap Growth CIT - Class R AllianceBernstein · Collective trust | $3.2M | 4.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 4.0% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.5M | 3.2% |
| Fidelity MIP CL 2 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.8M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.7M | 2.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.2M | 1.6% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 1.5% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.