Filings through .
Filed October 22, 2004
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $18,799 |
14 funds of $250K or more; 42 lines in all, holding $15.2M of the plan's $16.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Annuities Empower Insurance Company Empower · Insurance contract | $2.1M | 13.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.6M | 10.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 9.3% |
| Valic Fixed-Interest Option Manager not matched · Insurance contract | $1.3M | 8.7% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.3M | 8.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $890K | 5.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $668K | 4.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $645K | 4.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $640K | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 2.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.