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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,267 |
Service code 27 · EIN 13-3180631 | Advisory (Plan) | $19,287 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,128 |
12 funds of $250K or more; 23 lines in all, holding $9.9M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.7M | 78.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $486K | 4.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $418K | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $272K | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $191K | 1.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $187K | 1.9% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $88K | 0.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $87K | 0.9% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $70K | 0.7% |
| Fidelity Short-Term Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $69K | 0.7% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.