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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $47,209 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,171 |
16 funds of $250K or more; 22 lines in all, holding $21.3M of the plan's $21.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Fidelity Freedom Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $11.3M | 53.2% |
| Par or Maturity Value Cost Value Mutual Funds Fidelity Freedom Fre Fidelity (FMR) · Mutual fund | $3.1M | 14.4% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 9.7% |
| Ultra Fund American Century · Mutual fund | $1.1M | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $577K | 2.7% |
| Allspring Advanta Spc Mid Cap Value Fund Allspring · Mutual fund | $470K | 2.2% |
| Fidelity U.SBond Index Fund Fidelity (FMR) · Mutual fund Index | $438K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $435K | 2.0% |
| Fidelity Advisor Diversified International Z Fund Fidelity (FMR) · Mutual fund | $312K | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $238K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.