Filings through .
Filed February 2, 2021 (most recent of 7 filings on file)
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14 funds of $250K or more; 18 lines in all, holding $33.5M of the plan's $49.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard S&P 500 ETF Vanguard · ETF Index | $15.8M | 47.1% |
| The Adirondack Trust Company High Peaks Money Market Account Manager not matched · Money market | $5.3M | 15.7% |
| Ishares Core Total U.S. Aggregate Bond ETF BlackRock · ETF Index | $2.1M | 6.4% |
| Vanguard Mid-Cap ETF Vanguard · ETF Index | $1.8M | 5.3% |
| Exchange traded and mutual funds: Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $1.6M | 4.9% |
| Invesco QQQ Trust Invesco · Collective trust | $1.6M | 4.7% |
| Ishares Core S&P Smapp-Cap BlackRock · ETF Index | $1.3M | 4.0% |
| JP Morgan Chase JPMorgan · Other | $789K | 2.4% |
| Microsoft Manager not matched · Other | $673K | 2.0% |
| BlackRock BlackRock · Mutual fund | $490K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Vicki Mazzie, FSA, Ea Milliman, Inc. Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.