Filings through .
Filed November 30, 2012
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
7 funds of $250K or more; 30 lines in all, holding $6.9M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Investments Fidelity Index 2025 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.5M | 22.1% |
| Fidelity Index 2030 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.0M | 14.9% |
| Fidelity Investments Fidelity Index 2020 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.0M | 14.6% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $468K | 6.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $420K | 6.1% |
| Fidelity Index 2035 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $410K | 6.0% |
| Fidelity Index 2045 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $349K | 5.1% |
| Fidelity Index 2040 Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $249K | 3.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $240K | 3.5% |
| Vanguard Value Index Adm a Vanguard · Mutual fund Index | $234K | 3.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.