Filings through .
Filed July 10, 2008
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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $57,649 |
FRANKLIN STREET ADVISORS2 years Service code 27 · EIN 56-1749652 | Advisory (Plan) | $29,258 |
18 funds of $250K or more; 14 lines in all, holding $30.9M of the plan's $32.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.1M | 52.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 14.5% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $1.9M | 6.3% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.8M | 5.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 3.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $865K | 2.8% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $764K | 2.5% |
| Short Duration Bond Fund I Manager not matched · Mutual fund | $661K | 2.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.