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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,611 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,331 |
25 funds of $250K or more; 41 lines in all, holding $29.8M of the plan's $30.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath+mod 2045 R1 Manager not matched · Collective trust | $4.1M | 13.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 13.6% |
| Flexpath+mod 2055 R1 Manager not matched · Collective trust | $2.8M | 9.4% |
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $2.1M | 6.9% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $1.9M | 6.4% |
| Stable Value Fund I1 Manager not matched · Stable value Stable value | $1.7M | 5.7% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price Science & Technology Fund-I Class T. Rowe Price · Mutual fund | $1.5M | 5.2% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $1.2M | 4.1% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $1.1M | 3.6% |
| LA Core Bond CIT Manager not matched · Collective trust | $1.0M | 3.4% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.