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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,638 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,508 |
11 funds of $250K or more; 9 lines in all, holding $8.3M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.7M | 56.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 13.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 12.2% |
| Galliard Stable Return Fund C Allspring · Collective trust | $378K | 4.5% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $331K | 4.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $329K | 3.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $263K | 3.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $141K | 1.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $107K | 1.3% |
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.
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.