Filings through .
Filed July 21, 2006
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 |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC4 years Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $65,918 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,552 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,888 |
28 funds of $250K or more; 21 lines in all, holding $71.7M of the plan's $72.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $42.4M | 59.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.8M | 13.7% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $3.8M | 5.3% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $2.9M | 4.1% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.8M | 2.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.2M | 1.6% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $1.1M | 1.5% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $1.1M | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.4% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedHood River Small-Cap Growth Fund | $409K |
| DroppedJanus Henderson Triton Fund | $348K |
| AddedDodge & Cox International Stock Fund Class I | $257K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.