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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,529 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,390 |
22 funds of $250K or more; 16 lines in all, holding $98.1M of the plan's $101M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 14 vintages | $74.8M | 76.2% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $8.8M | 8.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $5.3M | 5.4% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $3.1M | 3.1% |
| Fiam Core Plus CL I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 1.4% |
| MFS International Value Fund MFS (Sun Life) · Mutual fund | $1.0M | 1.1% |
| Mid Cap Growth CT Fund Manager not matched · Mutual fund | $787K | 0.8% |
| Northern Extended Equity Market Index Northern Trust · Mutual fund Index | $712K | 0.7% |
| Victory Small Company Opportunity Fund Victory Capital · Mutual fund | $546K | 0.6% |
| All Country World Ex-US Index Fund Manager not matched · Mutual fund Index | $509K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.