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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 |
12 funds of $250K or more; 20 lines in all, holding $17.3M of the plan's $17.7M. From the 2024 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, 12 vintagesRecordkeeper's own fund | $9.3M | 53.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 19.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $908K | 5.2% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $806K | 4.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $801K | 4.6% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $519K | 3.0% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $439K | 2.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $223K | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $201K | 1.2% |
| Institutional Premium Class Cohen & Steers Cohen & Steers · Mutual fund | $134K | 0.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.