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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP5 years Filed as: PRECEPT ADVISORY GROUP, LLC Service code 16 · EIN 56-1623293 | Consulting | $18,391 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,219 |
Service code 10 · EIN 26-2803126 | Accounting | $10,200 |
Filed as: MCGRIFF, MMA LLC COMPANY Service code 16 · EIN 31-1746517 | Consulting | $5,625 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,464 |
25 funds of $250K or more; 19 lines in all, holding $40.2M of the plan's $40.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $9.3M | 23.1% |
| Identify of Issue, Borrower, FID Blue Chip GR Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.6M | 16.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.3M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 11.7% |
| Fidelity Managed Common Collective Trust Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.4M | 5.9% |
| MFS Intl Divrsn R4 MFS (Sun Life) · Mutual fund | $2.0M | 5.0% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 4.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $1.6M | 4.0% |
| Victory S Estb Val I Victory Capital · Mutual fund | $1.5M | 3.7% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.