Filings through .
Filed October 1, 2014
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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $6,376 |
27 funds of $250K or more; 18 lines in all, holding $205M of the plan's $215M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $67.3M | 32.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.2M | 11.3% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $20.9M | 10.2% |
| Institutional Shares Vanguard Target Retirement Mutual Fund Vanguard · Mutual fund | $14.8M | 7.2% |
| Putnam Large Cap Val Trust I Franklin Templeton · Collective trust | $12.0M | 5.9% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $8.0M | 3.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $7.4M | 3.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $6.9M | 3.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $6.8M | 3.3% |
| Columbia Trust Contrarian Core 1 Ameriprise (Columbia Threadneedle) · Collective trust | $6.3M | 3.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity U.S. Bond Index Fund (Instl Premium) to Fidelity U.S. Bond Index Fund | $2.0M to $2.9M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.