Filings through .
Filed April 29, 2020 (most recent of 3 filings on file)
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Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $129,576 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,541 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,325 |
24 funds of $250K or more; 30 lines in all, holding $62.0M of the plan's $62.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts American Funds 2035 T Date R6 Capital Group · Separate account | $9.5M | 15.3% |
| American Funds 2045 T Date R6 Capital Group · Mutual fund | $9.2M | 14.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.3M | 10.2% |
| AB US Large Cap Growth U AllianceBernstein · Other | $5.3M | 8.6% |
| American Funds 2055 T Date R6 Capital Group · Mutual fund | $5.1M | 8.2% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $3.6M | 5.7% |
| American Funds 2025 T Date R6 Capital Group · Mutual fund | $3.2M | 5.2% |
| American Funds 2050 T Date R6 Capital Group · Mutual fund | $3.1M | 5.0% |
| Fixed Accounts NYL Guaranteed Interest Account New York Life · Insurance contract | $2.9M | 4.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.2M | 3.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.