Filings through .
Filed January 28, 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 |
|---|---|---|
LEGACY 401K PARTNERS LLC8 years Filed as: LEGACY 401K PARTNERS Service code 27 · EIN 46-3938291 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,607 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,411 |
21 funds of $250K or more; 19 lines in all, holding $65.8M of the plan's $78.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $56.9M | 86.4% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 2.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 2.8% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 1.9% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $756K | 1.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $411K | 0.6% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $402K | 0.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $362K | 0.6% |
| Fidelity Intl Cap Appr K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $322K | 0.5% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $322K | 0.5% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.