Filings through .
Filed February 4, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $371,536 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,861 |
33 funds of $250K or more; 35 lines in all, holding $2.05B of the plan's $2.16B. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $417M | 20.4% |
| Growth Fund OF America Capital Group · Mutual fund | $201M | 9.8% |
| Fidelity TD 2035 Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $144M | 7.0% |
| Fidelity TD 2045 Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $136M | 6.6% |
| Fidelity TD 2025 Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $93.0M | 4.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $88.0M | 4.3% |
| Neuberger Genesis Fund Neuberger Berman · Mutual fund | $78.0M | 3.8% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $75.0M | 3.7% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $66.0M | 3.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $61.0M | 3.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.