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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,628 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,974 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,908 |
29 funds of $250K or more; 20 lines in all, holding $142M of the plan's $144M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $84.0M | 59.2% |
| Fidelity Management Trust Company FID 500 Index Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $14.6M | 10.3% |
| Fidelity Management Trust Company FID Contrafund K6 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $8.8M | 6.2% |
| Fidelity Management Trust Co. Fidelity Growth Co K6 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $8.0M | 5.6% |
| Galliard Stable Return E Allspring · Collective trust | $5.9M | 4.1% |
| Fidelity Management Trust Company: Fidelity Balanced Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.4M | 2.4% |
| Fidelity Institutional Asset Mgmt Fiam Core Plus CL I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 2.1% |
| Fidelity Management Trust Co. International Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $2.9M | 2.0% |
| MFS Investment Management MFS Intl Intr VAL R6 MFS (Sun Life) · Mutual fund | $2.5M | 1.7% |
| Fidelity Management Trust Co. U.S. Bond Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $1.7M | 1.2% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.