Filings through .
Filed December 4, 1992
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 |
|---|---|---|
SANCTUARY ADVISORS, LLC1 year Filed as: SANTUARY ADVISORS, LLC Service code 99 · EIN 47-3162022 | Other Fees | $0 |
20 funds of $250K or more; 28 lines in all, holding $16.2M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.1M | 31.5% |
| American Funds Washington Mutual Investors FundSM-Class R-6 Capital Group · Mutual fund | $2.9M | 17.7% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $2.5M | 15.2% |
| Voya Large Cap Growth Portfolio Voya · Mutual fund Recordkeeper's own fund | $1.3M | 7.8% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $553K | 3.4% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $551K | 3.4% |
| Vanguard Morningstar Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $448K | 2.8% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $387K | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $281K | 1.7% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $278K | 1.7% |
Added 8 funds, dropped 2 funds, likely replaced 2 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchVoya Index Solution 2035 Portfolio - Adviser Class to Vanguard Target Retirement 2035 Fund Investor Shares | $3.1M to $5.1M |
| Share class changeAmerican Funds Washington Mutual Investors FundSM - R-3 to American Funds Washington Mutual Investors FundSM-Class R-6 | $2.4M to $2.9M |
| AddedJPMorgan U.S. Research Enhanced Equity Fund Class R6 | $2.5M |
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.