Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $14,322 |
Filed as: FIDELITY INV INST OP COMPANY LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,691 |
20 funds of $250K or more; 23 lines in all, holding $27.9M of the plan's $28.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $16.8M | 60.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 11.6% |
| DFA US Lgcap Grth Dimensional · Mutual fund | $2.8M | 10.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $652K | 2.3% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $418K | 1.5% |
| Government Portfolio Fidelity (FMR) · Money market Recordkeeper's own fund | $415K | 1.5% |
| BlackRock IS R 2000 SM-CAP K BlackRock · Mutual fund | $407K | 1.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund | $400K | 1.4% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $384K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $369K | 1.3% |
Added 13 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Target Retirement 2055 Fund Investor Shares | $16.8M |
| AddedFidelity 500 Index Fund | $3.2M |
| AddedDFA US Lgcap Grth | $2.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.