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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,530 |
WELLTH ADVISORY SERVICES LLC1+ years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $37,973 |
TRINITY PENSION CONSULTANTS1+ years Service code 16 · EIN 20-4548831 | Consulting | $8,850 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,262 |
17 funds of $250K or more; 18 lines in all, holding $21.5M of the plan's $22.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.5M | 58.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 14.6% |
| Stable Value Fund Class R1 Manager not matched · Stable value Stable value | $2.0M | 9.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $629K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $539K | 2.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $510K | 2.4% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $475K | 2.2% |
| Invs Core FI TR B1 Manager not matched · Collective trust | $315K | 1.5% |
| GG Fkln SM Cap Val Manager not matched · Collective trust | $270K | 1.3% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $212K | 1.0% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.