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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) | $6,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,086 |
18 funds of $250K or more; 21 lines in all, holding $25.7M of the plan's $26.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $13.8M | 53.7% |
| Fidelity Investmentsb Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.6M | 21.9% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $1.2M | 4.7% |
| Class Fidelity Investmentsb Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 4.0% |
| Class Fidelity Investmentsb Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $579K | 2.3% |
| b MFS International Equity R6 MFS (Sun Life) · Mutual fund | $571K | 2.2% |
| Fidelity Investmentsb Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $557K | 2.2% |
| b PIMCO RAE US Small Instl Fund PIMCO (Allianz) · Mutual fund | $450K | 1.8% |
| Fidelity Investmentsb Fidelity Mid Cap Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $327K | 1.3% |
| Fidelity Investmentsb Fidelity Small Cap Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $279K | 1.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity U.S. Bond Index Fund to Fidelity Investmentsb Fidelity U.S. Bond Index Fund | $801K to $557K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.