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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,991 |
27 funds of $250K or more; 20 lines in all, holding $98.9M of the plan's $103M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $48.4M | 49.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $19.8M | 20.0% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.1M | 10.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $4.0M | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 3.7% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $3.4M | 3.5% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.3M | 3.4% |
| ABF Small Cap Value Fund Y Manager not matched · Mutual fund | $1.3M | 1.4% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 1.0% |
| Baron Growth Fund - Institutional Shares Manager not matched · Mutual fund | $915K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.