Filings through .
Filed January 9, 2002
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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,434 |
KESTRA FINANCIAL1 year Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $16,383 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,108 |
20 funds of $250K or more; 31 lines in all, holding $15.0M of the plan's $15.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.9M | 32.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.6M | 11.0% |
| WT Retirement and Institutional Services Company CIT Manager not matched · Collective trust | $1.4M | 9.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.3M | 8.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $517K | 3.4% |
| T. Rowe Price Health Sciences Inv T. Rowe Price · Mutual fund Possible retail class A | $494K | 3.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $481K | 3.2% |
| Blackrock 40/60 Target Allocation Fund Mutual fund BlackRock · Mutual fund Possible retail class A | $462K | 3.1% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund Possible retail class A | $443K | 3.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $426K | 2.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.