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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,027 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,802 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,916 |
22 funds of $250K or more; 25 lines in all, holding $62.9M of the plan's $65.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Retirement Hybrid 2030 Trust Class T4 Manager not matched · Collective trust | $7.4M | 11.7% |
| Retirement Hybrid 2045 Trust Class T4 Manager not matched · Collective trust | $7.0M | 11.2% |
| Retirement Hybrid 2050 Trust Class T4 Manager not matched · Collective trust | $6.5M | 10.4% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $6.5M | 10.4% |
| Retirement Hybrid 2035 Trust Class T4 Manager not matched · Collective trust | $6.1M | 9.7% |
| Retirement Hybrid 2040 Trust Class T4 Manager not matched · Collective trust | $5.4M | 8.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.6M | 7.3% |
| Retirement Hybrid 2055 Trust Class T4 Manager not matched · Collective trust | $3.4M | 5.4% |
| Retirement Hybrid 2025 Trust Class T4 Manager not matched · Collective trust | $2.7M | 4.3% |
| Retirement Hybrid 2065 Trust Class T4 Manager not matched · Collective trust | $1.9M | 3.0% |
Added 3 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackRock Total Return Fund Class K Shares to Dodge & Cox Income Fund Class X | $1.1M to $1.2M |
| AddedGQG Partners International Equity CIT Class D | $1.1M |
| AddedUS Bond Index Fund | $972K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.