Filings through .
Filed April 4, 2011
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,914 |
23 funds of $250K or more; 19 lines in all, holding $94.1M of the plan's $96.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $62.0M | 65.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 8.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.0M | 8.5% |
| Eupac Fund Capital Group · Mutual fund | $3.7M | 3.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $3.3M | 3.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 3.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.3% |
| Frost Total Return Bond Fund Manager not matched · Mutual fund | $939K | 1.0% |
| Hotchkis & Wiley Small Cap Diversified Value Fund Hotchkis & Wiley · Mutual fund | $883K | 0.9% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $735K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.