Filings through .
Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,816 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,207 |
24 funds of $250K or more; 17 lines in all, holding $72.5M of the plan's $79.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $45.3M | 62.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.8M | 14.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.0M | 9.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.1% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $1.4M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.5% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $811K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $639K | 0.9% |
| Fidelity Intl Cap Appr K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $572K | 0.8% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class | $830K |
| DroppedFidelity Common Stock | $442K |
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.
The auditor signed off without reservation. This is the cleanest opinion.