Filings through .
Filed April 22, 1994
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
5 funds of $250K or more; 9 lines in all, holding $3.7M of the plan's $3.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 39.2% |
| All Spring Government Money Market Fund Manager not matched · Money market | $618K | 16.9% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $536K | 14.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $343K | 9.4% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $308K | 8.4% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $209K | 5.7% |
| Hartford Schoders Emerging Markets Equity Fund Hartford Funds · Mutual fund | $87K | 2.4% |
| Boston Partners Small Cap Value Fund II Boston Partners · Mutual fund | $65K | 1.8% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $60K | 1.6% |
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 |
|---|---|---|
Curt Evans Brown & Brown Ins. Services, Inc. Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.