Filings through .
Filed October 30, 2008
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 |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,226 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $19,842 |
21 funds of $250K or more; 22 lines in all, holding $139M of the plan's $139M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice in Retirement Trust Xxii American Century · Other | $25.2M | 18.2% |
| American Century One Choice 2035 Trust Xxii American Century · Other | $17.6M | 12.7% |
| American Century One Choice 2030 Trust Xxii American Century · Other | $16.6M | 12.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.7M | 9.9% |
| Fidelity Stable Value Fund I1 Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $11.2M | 8.1% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $9.7M | 7.0% |
| American Century One Choice 2040 Trust Xxii American Century · Other | $9.7M | 7.0% |
| American Century One Choice 2045 Trust Xxii American Century · Other | $7.4M | 5.3% |
| American Century One Choice 2050 Trust Xxii American Century · Other | $4.3M | 3.1% |
| American Century One Choice 2055 Trust Xxii American Century · Other | $3.9M | 2.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.