Filings through .
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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) | $8,630 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,094 |
19 funds of $250K or more; 16 lines in all, holding $21.1M of the plan's $21.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.1M | 43.1% |
| Rate of Fidelity 500 Index - Investor Class Mutual Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $4.0M | 18.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.0M | 9.6% |
| Dodge & Cox Stock Dodge & Cox · Mutual fund Possible retail class A | $1.3M | 6.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.3M | 6.0% |
| Nyli Winslow Large Cap Growth Fund Class R1 TIAA (Nuveen) · Mutual fund Possible retail class A | $721K | 3.4% |
| Fidelity Overseas Fund Fidelity Advisor Overseas Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $695K | 3.3% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $564K | 2.7% |
| Northern SM Cap Core Manager not matched · Mutual fund Possible retail class A | $377K | 1.8% |
| Causeway Emerging Markets Inventory Mutual Fund Causeway Capital · Mutual fund Possible retail class A | $300K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.