Filings through .
Filed October 18, 2004
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 |
|---|---|---|
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $39,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,698 |
19 funds of $250K or more; 28 lines in all, holding $37.0M of the plan's $38.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.6M | 23.4% |
| ONE Choice 2035 Portfolio R6 Class American Century · Mutual fund | $3.5M | 9.5% |
| ONE Choice IN Retirement Portfolio R6 Class American Century · Mutual fund | $3.2M | 8.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.5M | 6.8% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $2.3M | 6.2% |
| ONE Choice 2045 Portfolio R6 Class American Century · Mutual fund | $1.8M | 4.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.7M | 4.5% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund | $1.7M | 4.5% |
| Galliard Stable Return Fund C Allspring · Collective trust | $1.6M | 4.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.5M | 4.0% |
Dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedONE Choice 2025 Portfolio R6 Class | $2.5M |
| ReplacedHighVirtus KAR Mid-Cap Growth Fund Class R6 to JPMorgan Mid Cap Growth Fund Class R6 | $1.6M to $1.5M |
| Share class changeDodge & Cox Income Fund Class I to Dodge & Cox Income Fund Class X | $931K to $1.3M |
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.
The auditor signed off without reservation. This is the cleanest opinion.