Filings through .
Filed April 14, 2007 (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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,583 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 17 · EIN 33-0905143 | Pension Consulting | $30,000 |
31 funds of $250K or more; 23 lines in all, holding $81.9M of the plan's $81.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $43.7M | 53.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.9M | 8.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.8M | 4.7% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $3.2M | 3.9% |
| AB Large Cap Growth Fund Class Z Manager not matched · Mutual fund | $2.8M | 3.4% |
| Principal Core Plus Bond Fund Principal · Mutual fund | $2.5M | 3.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.0% |
| Calvert US Large-Cap Core Responsible Index Fund Morgan Stanley · Mutual fund Index | $2.3M | 2.9% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.8M | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.