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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,891 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,024 |
Service code 10 · EIN 31-0800053 | Accounting | $14,000 |
28 funds of $250K or more; 20 lines in all, holding $92.3M of the plan's $93.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $37.3M | 40.4% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $15.2M | 16.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 7.9% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $5.7M | 6.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $3.7M | 4.0% |
| M oney M arket Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $3.6M | 3.9% |
| M utual Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.3M | 3.5% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 2.6% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund | $2.3M | 2.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.