Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $197,127 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $112,239 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,311 |
KBF CPAS LLP1 year Filed as: KBF CPA Service code 10 · EIN 82-1030164 | Accounting | $8,500 |
29 funds of $250K or more; 23 lines in all, holding $150M of the plan's $162M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $56.2M | 37.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $33.2M | 22.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $10.4M | 6.9% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $6.6M | 4.4% |
| Stable Asset Fund II Manager not matched · Insurance contract | $6.2M | 4.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $5.9M | 3.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 3.9% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $3.8M | 2.5% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $3.6M | 2.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.9M | 1.9% |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.