Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $123,057 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,547 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,964 |
24 funds of $250K or more; 16 lines in all, holding $250M of the plan's $261M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $125M | 49.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $55.7M | 22.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $23.7M | 9.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.0M | 4.0% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $5.6M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.4M | 2.2% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.4M | 1.8% |
| MFS Mid Cap Growth CT MFS (Sun Life) · Collective trust | $3.8M | 1.5% |
| MFS Large Cap Value CT MFS (Sun Life) · Collective trust | $3.8M | 1.5% |
| GG Europac Growth CT Capital Group · Collective trust | $2.8M | 1.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedRT NY Life AA CL 0 - Series 1 | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.