Filings through .
Filed March 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,168 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,541 |
21 funds of $250K or more; 15 lines in all, holding $22.7M of the plan's $24.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.4M | 41.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 21.4% |
| US Equity Research 1 T. Rowe Price · Mutual fund | $1.8M | 7.8% |
| Managed Income Portfolio II Class 2 Manager not matched · Stable value Stable value | $1.5M | 6.8% |
| Fidelity OTC Portfolio Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 5.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $913K | 4.0% |
| THE Hartford Midcap Fund Class Y Hartford Funds · Mutual fund | $548K | 2.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $526K | 2.3% |
| Artisan Sustainable Emerging Artisan Partners · Collective trust | $425K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $383K | 1.7% |
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.