Filings through .
Filed April 22, 2008 (most recent of 2 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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH11+ years Service code 55 · EIN 42-1445429 | Other Commissions | $45,675 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,683 |
Filed as: MMA SECURITIES LLC Service code 10 · EIN 22-3570392 | Accounting | $21,808 |
19 funds of $250K or more; 26 lines in all, holding $27.4M of the plan's $27.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $19.5M | 71.4% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund | $2.3M | 8.3% |
| Invesco S&P 500 Index Fund Class A Invesco · Mutual fund Index | $983K | 3.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $556K | 2.0% |
| John Hancock Disciplined Value Mid Cap Fund Class A John Hancock (Manulife) · Mutual fund | $549K | 2.0% |
| Hartford Core Equity Fund Class R4 Hartford Funds · Mutual fund | $518K | 1.9% |
| Invesco Comstock Fund Class A Invesco · Mutual fund | $434K | 1.6% |
| American Funds Washington Mutual R3 Capital Group · Mutual fund | $345K | 1.3% |
| Federated Hermes Opportunistic High Yield Bond Fund Service Shares Federated Hermes · Mutual fund | $268K | 1.0% |
| Federated Hermes MDT Small Cap Core Fund Class A Shares Federated Hermes · Mutual fund | $262K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.