Filings through .
Filed August 28, 2015 (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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,775 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,588 |
11 funds of $250K or more; 18 lines in all, holding $15.1M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed investment contract (GA-32118): New York Life Insurance Company Anchor Account New York Life · Insurance contract | $4.1M | 27.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 26.5% |
| Dodge & Cox Stock Income X Dodge & Cox · Mutual fund | $1.0M | 6.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $849K | 5.6% |
| Columbia Dividend Opportunity I2 Ameriprise (Columbia Threadneedle) · Mutual fund | $821K | 5.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $813K | 5.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $683K | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $660K | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $589K | 3.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $368K | 2.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.