Filings through .
Filed March 25, 2013
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,302 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,684 |
SIKICH LLP2 years Filed as: SIKICH LLC Service code 10 · EIN 54-1172176 | Accounting | $15,860 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,577 |
22 funds hold $32.5M of the plan's $32.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $20.5M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 14.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 5.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $942K | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $825K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $452K | 1.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $422K | 1.3% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $398K | 1.2% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market | $356K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $272K | 0.8% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveAmerican Funds American Mutual Fund Class R-6 to Mutual Funds and Money Market Mutual Fund American Fundsmutual fund to money market | $397K to $356K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.