Filings through .
Filed August 29, 2013 (most recent of 4 filings on file)
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 19 · EIN 51-0396365 | Securities Custodian | $206,708 |
33 funds of $250K or more; 56 lines in all, holding $146M of the plan's $160M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $45.3M | 31.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.1M | 15.9% |
| Fixed Interest Option Manager not matched · Insurance contract | $17.2M | 11.8% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $9.1M | 6.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.5M | 5.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 4.9% |
| T Rowe Diver Mid Cap Growth I T. Rowe Price · Mutual fund | $5.2M | 3.6% |
| Blackrock Global Allocation Fund, INC. Class K BlackRock · Mutual fund | $4.6M | 3.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $4.4M | 3.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.3M | 3.0% |
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 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.