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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,933 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,548 |
17 funds of $250K or more; 19 lines in all, holding $36.6M of the plan's $36.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.1M | 38.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.0M | 19.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.2M | 14.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 8.2% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 1 vintage | $2.3M | 6.2% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $971K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $846K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $661K | 1.8% |
| Great Gray Growth Fund Manager not matched · Mutual fund | $543K | 1.5% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $536K | 1.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.