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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,839 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $63,625 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,596 |
19 funds of $250K or more; 12 lines in all, holding $215M of the plan's $216M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $88.3M | 41.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $44.1M | 20.5% |
| Jpmcb U.S. Active Core Equity Fund JPMorgan · Mutual fund | $30.5M | 14.2% |
| BTW Smid Cap Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $19.8M | 9.2% |
| Fully benefit-responsive investment contract - New York Life Insurance Co. New York Life Anchor Account New York Life · Insurance contract | $9.0M | 4.2% |
| Fidelity Mgmt. Hrdg Lvnr International Equity Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.1M | 3.3% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $6.1M | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 2.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 1.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.