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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,350 |
1 fund of $250K or more; 17 lines in all, holding $2.2M of the plan's $2.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.1M | 48.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $430K | 19.8% |
| Fidelity Management Trust Company Franklin Templeton · Collective trust | $225K | 10.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $106K | 4.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $103K | 4.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $42K | 1.9% |
| TCW Met West Tot Ret Bd TCW · Mutual fund | $40K | 1.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $30K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $28K | 1.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $27K | 1.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.