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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,456 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 16 · EIN 04-2675571 | Consulting | $56,250 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,914 |
36 funds of $250K or more; 32 lines in all, holding $82.2M of the plan's $84.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $53.0M | 64.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 5.9% |
| Flexpath Index Aggressive 2045 Fund Manager not matched · Mutual fund Index | $3.5M | 4.3% |
| flexPATH Index+ Aggressive 2055 Fund Manager not matched · Mutual fund Index | $3.1M | 3.8% |
| Flexpath Index Aggressive 2035 Fund Manager not matched · Mutual fund Index | $2.3M | 2.8% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $2.0M | 2.4% |
| Fidelity Managed Income Portfolio II Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.6% |
| Flexpath Index Moderate 2035 Fund Manager not matched · Mutual fund Index | $1.2M | 1.5% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 1.5% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.