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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 33-4144829 | Accounting | $45,675 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$130,784 |
36 funds of $250K or more; 33 lines in all, holding $152M of the plan's $167M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $26.3M | 17.3% |
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $13.7M | 9.0% |
| Boston Partners Long/Short Equity Fund Institutional Boston Partners · Mutual fund | $11.5M | 7.5% |
| Boston Partners All-Cap Value Fund Institutional Boston Partners · Mutual fund | $11.2M | 7.3% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.6M | 6.3% |
| BP Intl Equity CIT C Manager not matched · Collective trust | $6.2M | 4.1% |
| Boston Partners SC Value II Boston Partners · Mutual fund | $6.1M | 4.0% |
| BP MD Cap Val EQ CIT Manager not matched · Collective trust | $6.0M | 3.9% |
| JPMorgan Core Bond Fund Class I JPMorgan · Mutual fund | $5.5M | 3.6% |
| BP LG Cap Val EQ CIT Manager not matched · Collective trust | $5.2M | 3.4% |
Added 3 funds, dropped 4 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Total Stock Market Index Fund Admiral Shares | $9.0M |
| AddedBP Intl Equity CIT C | $6.2M |
| AddedBP MD Cap Val EQ CIT | $6.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.