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.
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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $28,518 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,946 |
15 funds of $250K or more; 18 lines in all, holding $20.6M of the plan's $21.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.4M | 26.2% |
| Guaranteed investment contract (GA-32119): New York Life Insurance Company Anchor Account New York Life · Insurance contract | $2.6M | 12.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 8.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 7.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 7.5% |
| Columbia Dividend Opportunity I2 Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 6.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 6.0% |
| Dodge & Cox Stock Income X Dodge & Cox · Mutual fund | $1.1M | 5.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 5.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $919K | 4.5% |
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.
Employer 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.