Filings through .
Filed March 18, 2006
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 |
|---|---|---|
PEOPLES BANK11+ years Filed as: PEOPLES SECURITY BANK & TRUST COMPA Service code 21 · EIN 24-0603570 | Bank Trustee | $38,294 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Filed as: STATE STREET CORPORATION Service code 28 ONE CONGRESS ST · BOSTON, MA 021142016 | Investment Management | $0 |
2 funds of $250K or more; 10 lines in all, holding $4.3M of the plan's $19.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Special Money Market Manager not matched · Money market | $3.0M | 69.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $501K | 11.6% |
| Ishares TR MSCI Safe Index BlackRock · ETF Index | $227K | 5.3% |
| Vanguard Small-Cap ETF Vanguard · ETF Index | $149K | 3.5% |
| Vanguard Mid-Cap ETF Vanguard · ETF Index | $138K | 3.2% |
| SPDR Utilitiies State Street (SSgA) · ETF Index | $86K | 2.0% |
| Goldman Sachs Common Stock Goldman Sachs · Mutual fund | $62K | 1.4% |
| Blackrock Common Stock BlackRock · Mutual fund | $55K | 1.3% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund | $52K | 1.2% |
| SPDR Fund Materials Fund State Street (SSgA) · ETF Index | $37K | 0.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund | $346K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Abigail S. Fortino, Asa, Ea, Maaa Conrad Siegel Schedule SB | Schedule SB | Pro |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.