Filings through .
Filed January 26, 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 |
|---|---|---|
BOOMERSHINE CONSULTING GROUP, LLC11+ years Service code 11 · EIN 20-8714603 | Actuarial | $196,714 |
PRIME, BUCHHOLZ & ASSOCIATES11+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $33,990 |
COMMUNITY BANK, NA11+ years Filed as: COMMUNITY BANK Service code 21 · EIN 15-0436580 | Bank Trustee | $23,850 |
STATE STREET GLOBAL ADVISORS11+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $7,782 |
HARBOR CAPITAL5 years Filed as: HARBOR CAPITAL ADVISOR, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS8 years Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
12 funds of $250K or more; 14 lines in all, holding $23.2M of the plan's $23.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 21.1% |
| Limited partnership investment funds: Weatherlow Offshore Fund II LTD Manager not matched · Mutual fund | $2.5M | 10.9% |
| State Street Real Asset NL Fund State Street (SSgA) · Collective trust | $2.3M | 10.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 9.8% |
| Harbor Diversified International All Cap Fund Institutional Class Harbor Capital · Mutual fund | $2.1M | 9.3% |
| T. Rowe Price Total Return Fund--I Class T. Rowe Price · Mutual fund | $2.1M | 9.0% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 8.3% |
| Drake Capital Offshore Partners, L.P Manager not matched · Other | $1.6M | 7.0% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.5M | 6.6% |
| The Hartford World Bond Fund Class Y Hartford Funds · Mutual fund | $706K | 3.0% |
No lineup changes between the 2024 and 2025 filings.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Gregory M. Stump Boomershine Consulting Group L.L.C. Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.