Filings through .
Filed February 18, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
BUCK GLOBAL, LLC8 years Service code 11 · EIN 13-3954297 | Actuarial | $41,799 |
THE CONCORD ADVISORY GROUP11+ years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $8,164 |
Service code 21 · EIN 31-0841368 | Bank Trustee | $7,191 |
12 funds hold $23.9M of the plan's $23.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.7M | 19.6% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $2.4M | 9.9% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $2.4M | 9.9% |
| Vanguard Short-Term Bond Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.3M | 9.8% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.9M | 8.0% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $1.8M | 7.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.7M | 7.3% |
| Vanguard High Dividend Yield Index Fund Vanguard · Mutual fund Index | $1.6M | 6.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 6.4% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund | $1.5M | 6.4% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total Bond Market Index Fund Institutional Shares | $4.7M |
| DroppedSchwab Fundamental US | $1.8M |
| AddedSchwab Fundamental U.S. Large Company Index Fund | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Soo Bong Yoon Buck Global, LLC Schedule SB | Schedule SB | Pro |
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.