Filings through .
Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
TRG ADVISORS, INC.2 years Filed as: TRG FINANCIAL INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,751 |
22 funds of $250K or more; 28 lines in all, holding $50.7M of the plan's $52.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity FDB Index 2030 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.5M | 16.8% |
| Fidelity FDB Index 2035 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 16.0% |
| Fidelity FDB Index 2025 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.1M | 12.0% |
| Fidelity FDB Index 2040 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 8.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 6.4% |
| Fidelity FDB Index 2045 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 5.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 5.4% |
| Fidelity FDB Index 2020 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 4.4% |
| Fidelity FDB Index 2050 Ipr Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 4.0% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $1.4M | 2.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Balanced Index Fund Admiral Shares | $848K |
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.