Filings through .
Filed March 30, 2011 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $124,124 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $90 |
41 funds of $250K or more; 53 lines in all, holding $165M of the plan's $165M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $78.6M | 47.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $20.8M | 12.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.0M | 7.9% |
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $6.4M | 3.9% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.2M | 3.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Separate account | $5.5M | 3.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $5.4M | 3.3% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.5M | 2.2% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $3.5M | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 1.9% |
Added 4 funds, dropped 3 funds, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom Index 2050 Fund Institutional Premium Class to Fidelity Freedom Index 2050 Fund Investor Class | $66.3M to $78.6M |
| AddedFidelity Government Money Market Fund | $5.6M |
| AddedFidelity Total Bond K6 Fund | $1.8M |
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 61,314 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.