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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,874 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,988 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $5,000 |
30 funds of $250K or more; 21 lines in all, holding $207M of the plan's $208M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $123M | 59.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $38.9M | 18.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $10.5M | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 1.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.9M | 1.4% |
| Galliard Retirement Income Fund F35 Allspring · Collective trust | $2.9M | 1.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.7M | 1.3% |
| New World Fund (R6) Capital Group · Mutual fund | $1.9M | 0.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.