Filings through .
Filed September 28, 1992
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 13 · EIN 94-3250323 | Contract Administrator | $372,369 |
40 funds of $250K or more; 72 lines in all, holding $101M of the plan's $107M. From the 2025 filing. Recordkeeper: Edelman Financial Engines.
Target-date series: Fidelity Freedom, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $7.6M | 7.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.8M | 6.8% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $4.9M | 4.9% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $4.5M | 4.4% |
| DFA Five-Year Global Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $4.3M | 4.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $4.3M | 4.2% |
| DFA Short-Term Government Portfolio - Institutional Class Dimensional · Mutual fund | $4.2M | 4.2% |
| DFA Two-Year Global Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $4.2M | 4.2% |
| DFA One-Year Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $4.2M | 4.2% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $4.2M | 4.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.