Filings through .
Filed August 5, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,339 |
23 funds of $250K or more; 18 lines in all, holding $40.0M of the plan's $51.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $20.9M | 52.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.6M | 14.0% |
| Mip Manager not matched · Collective trust | $2.7M | 6.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 6.6% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $1.6M | 4.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.5M | 3.7% |
| E Mid Cap GR R6 Manager not matched · Mutual fund | $1.4M | 3.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.1M | 2.6% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $818K | 2.0% |
| Cent SM Cap GR R6 Manager not matched · Mutual fund | $453K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.