Filings through .
Filed July 28, 2014
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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,995 |
16 funds hold $22.3M of the plan's $22.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.5M | 33.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.9M | 17.5% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $3.4M | 15.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.5M | 6.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.4M | 6.1% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.2M | 5.3% |
| interest, collateral, par, or Collective Trust: Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $718K | 3.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $605K | 2.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $563K | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $469K | 2.1% |
Added 6 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $10.1M |
| AddedVanguard Institutional Target Retirement 2030 Fund Institutional Shares | $7.5M |
| AddedVanguard 500 Index Fund Admiral Shares | $3.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.