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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,593 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26 |
28 funds of $250K or more; 22 lines in all, holding $142M of the plan's $146M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $109M | 76.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $18.2M | 12.8% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.9M | 1.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 1.2% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund | $1.2M | 0.8% |
| Dimensional Emerging Core Equity Market ETF Dimensional · Mutual fund | $1.2M | 0.8% |
| Calvert Calv SH DUR Income I Morgan Stanley · Mutual fund | $1.0M | 0.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 0.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $992K | 0.7% |
| PIMCO Pim High Yield Inst PIMCO (Allianz) · Mutual fund | $986K | 0.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity External Fund | $279K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.