Filings through .
Filed June 25, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,321 |
21 funds of $250K or more; 14 lines in all, holding $68.4M of the plan's $69.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $31.2M | 45.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $13.5M | 19.8% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $8.5M | 12.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 6.8% |
| ClearBridge Mid Cap Growth Fund Franklin Templeton · Mutual fund | $4.0M | 5.9% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 2.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 1.8% |
| Franklin Small Cap Value Fund Franklin Templeton · Mutual fund | $1.1M | 1.6% |
| Fidelity Strategic Retirement Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $857K | 1.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $787K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Strategic Retirement Fund | $857K |
| DroppedFidelity Strategic Income Fund | $477K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.