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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $78,535 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,059 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,095 |
28 funds of $250K or more; 35 lines in all, holding $50.9M of the plan's $52.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $10.3M | 20.2% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $7.1M | 14.0% |
| Contrafund Fidelity (FMR) · Other Recordkeeper's own fund | $4.4M | 8.6% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $3.1M | 6.2% |
| Target Date 2030 Manager not matched · Mutual fund | $2.8M | 5.6% |
| Target Date 2025 Manager not matched · Mutual fund | $2.7M | 5.3% |
| Global Funds Manager not matched · Mutual fund | $2.3M | 4.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $1.9M | 3.6% |
| Mid Cap Value Fund Manager not matched · Mutual fund | $1.7M | 3.3% |
| Govt Money Market Manager not matched · Money market | $1.6M | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.