Filings through .
Filed July 30, 2006 (most recent of 3 filings on file)
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 | $30,066 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,181 |
14 funds of $250K or more; 15 lines in all, holding $17.3M of the plan's $18.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $14.4M | 83.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $796K | 4.6% |
| Fidelity Investments Growth Discount Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $514K | 3.0% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $465K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $253K | 1.5% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $220K | 1.3% |
| Principal Special Cap Fund Principal · Mutual fund | $215K | 1.2% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $146K | 0.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $84K | 0.5% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $66K | 0.4% |
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 stable value or insurance line.
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.