Filings through .
Filed March 22, 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 |
|---|---|---|
FID INV INST OPS CO9 years Service code 37 · EIN 04-2647786 | Loan Processing | $67,567 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,733 |
24 funds of $250K or more; 14 lines in all, holding $170M of the plan's $171M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $91.1M | 53.5% |
| similar party maturity value Cost value Mutual funds b Manager not matched · Mutual fund | $28.6M | 16.8% |
| Common-collective trusts b T. Rowe Price · Collective trust | $11.5M | 6.7% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $7.4M | 4.3% |
| Vanguard Group, Inc. Vanguard Total International Vanguard · Mutual fund | $5.4M | 3.2% |
| Stable Value Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $4.6M | 2.7% |
| Vanguard Group, Inc. Vanguard Total Bond Market Vanguard · Mutual fund Index | $4.3M | 2.5% |
| MFS Investment MFS Large Cap Value Fund MFS (Sun Life) · Mutual fund | $4.2M | 2.5% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $3.7M | 2.2% |
| Victory Sycamore Small Fund Victory Capital · Mutual fund | $2.1M | 1.2% |
Added 4 funds, dropped 6 funds.
| Fund | Year-end value |
|---|---|
| Addedsimilar party maturity value Cost value Mutual funds b | $28.6M |
| DroppedVanguard Institutional Index Fund Institutional Shares | $22.3M |
| AddedCommon-collective trusts b | $11.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.