Filings through .
Filed February 20, 2005
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 27 · EIN 04-2675571 | Advisory (Plan) | $39,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,368 |
21 funds hold $18.8M of the plan's $19.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $12.1M | 64.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 5.5% |
| BlackRock Global Allocation Fund, Inc. Institutional Shares BlackRock · Mutual fund | $746K | 4.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $690K | 3.7% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $667K | 3.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $631K | 3.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $511K | 2.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $390K | 2.1% |
| Cost Value Mutual Funds: American Fund Manager not matched · Mutual fund | $305K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $275K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.