Filings through .
Filed October 18, 2004
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 15 · EIN 13-5674085 | Recordkeeping | $31,064 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,279 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 17 lines in all, holding $12.4M of the plan's $13.0M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: Vanguard Target Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strat Mod Growth Fund Vanguard · Mutual fund | $2.9M | 23.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.8M | 14.3% |
| Clearbridge Large-Cap Growth Franklin Templeton · Other | $1.7M | 13.6% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $973K | 7.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $874K | 7.0% |
| IShares Russell 2000 Small-Cap K BlackRock · ETF Index | $823K | 6.6% |
| Columbia Mid-Cap Index 13 Ameriprise (Columbia Threadneedle) · Mutual fund Index | $762K | 6.1% |
| Victory Established Value A Victory Capital · Mutual fund Possible retail class A | $511K | 4.1% |
| Vanguard Life Strat Cons Grth Vanguard · Mutual fund | $478K | 3.9% |
| Columbia Col. Select LC Value Inst Ameriprise (Columbia Threadneedle) · Mutual fund | $478K | 3.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.