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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) | $5,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,052 |
15 funds of $250K or more; 19 lines in all, holding $16.1M of the plan's $16.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.3M | 63.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 14.9% |
| PIMCO RAE US Small Fund PIMCO (Allianz) · Mutual fund | $441K | 2.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $357K | 2.2% |
| T Rowe Price All-Cap Opportunity T. Rowe Price · Mutual fund | $331K | 2.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $303K | 1.9% |
| New Perspective Fund Capital Group · Mutual fund | $269K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $251K | 1.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $209K | 1.3% |
| Eupac Fund Capital Group · Mutual fund | $194K | 1.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.