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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,691 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,542 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 · EIN 47-1411118 | Other Services | $19,500 |
27 funds of $250K or more; 18 lines in all, holding $103M of the plan's $109M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $46.0M | 44.6% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $12.0M | 11.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.6M | 9.3% |
| Fidelity Select Software Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.7M | 5.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $5.2M | 5.0% |
| Galliard Stable Return Fund Allspring · Collective trust | $4.5M | 4.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 3.8% |
| Fidelity Institutional Core Plus Fixed Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.6M | 3.5% |
| T. Rowe Price Communications & Technology Fund T. Rowe Price · Mutual fund | $3.5M | 3.4% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $3.1M | 3.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.