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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,409 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,357 |
28 funds of $250K or more; 19 lines in all, holding $83.8M of the plan's $85.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $34.8M | 41.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.8M | 20.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 6.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.2M | 5.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 3.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.7M | 3.2% |
| Vanguard Fed Money Market Fund Invest Share Vanguard · Money market | $2.7M | 3.2% |
| GQC Partners Emerging Markets Equity R6 Manager not matched · Mutual fund | $1.3M | 1.5% |
Added 1 fund, dropped 2 funds, likely replaced 6 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $13.5M to $16.8M |
| ReplacedHighVanguard Developed Markets Index Fund Admiral Shares to Fidelity International Index Fund | $4.0M to $5.8M |
| ReplacedHighVanguard Total Bond Market Index Fund Admiral Shares to Fidelity U.S. Bond Index Fund | $3.6M to $3.8M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.