Filings through .
Filed June 14, 2016
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT Service code 26 · EIN 36-4001764 | Advisory (Participants) | $73,125 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $42,329 |
18 funds of $250K or more; 24 lines in all, holding $89.1M of the plan's $93.4M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Fidelity Freedom Index, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $20.4M | 22.9% |
| Fidelity Index 2035 Fund Fidelity (FMR) · Mutual fund Index | $12.6M | 14.1% |
| Fidelity Index 2040 Fund Fidelity (FMR) · Mutual fund Index | $12.0M | 13.5% |
| Fidelity Index 2030 Fund Fidelity (FMR) · Mutual fund Index | $10.5M | 11.8% |
| Fidelity Index 2045 Fund Fidelity (FMR) · Mutual fund Index | $7.2M | 8.0% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $4.7M | 5.3% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 1 vintage | $4.1M | 4.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 3.0% |
| Capital Group Europacific Growth Capital Group · Collective trust | $2.3M | 2.6% |
| Blk Total Return Bond Fund BlackRock · Collective trust | $2.2M | 2.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedHarbor Funds | $1.3M |
| DroppedHarbor Capital Appreciation Trust | $352K |
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.