Filings through .
Filed June 14, 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 |
|---|---|---|
RETIREMENT PLANNERS & ADMINISTRATOR11+ years Service code 13 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $18,559 |
9 funds of $250K or more; 24 lines in all, holding $15.6M of the plan's $16.0M. From the 2025 filing. Recordkeeper: Retirement Planners & Administrator.
| Fund | Dollars | % of funds% |
|---|---|---|
| V anguard Target Retirement Income Manager not matched · Mutual fund Possible retail class A | $3.7M | 23.6% |
| V anguard Target Retirement 2035 Manager not matched · Mutual fund Possible retail class A | $2.2M | 14.1% |
| V anguard Target Retirement 2040 Manager not matched · Mutual fund Possible retail class A | $2.1M | 13.1% |
| V anguard Target Retirement 2030 Manager not matched · Mutual fund Possible retail class A | $2.0M | 12.6% |
| V anguard Target Retirement 2045 Manager not matched · Mutual fund Possible retail class A | $1.3M | 8.2% |
| V anguard Target Retirement 2025 Manager not matched · Mutual fund Possible retail class A | $1.2M | 7.4% |
| V anguard Target Retirement 2050 Manager not matched · Mutual fund Possible retail class A | $1.1M | 7.2% |
| V anguard Target Retirement 2020 Manager not matched · Mutual fund Possible retail class A | $856K | 5.5% |
| V anguard Target Retirement 2055 Manager not matched · Mutual fund Possible retail class A | $288K | 1.8% |
| Baird Core Plus Bond Fund Baird · Mutual fund Possible retail class A | $201K | 1.3% |
Added 2 funds, dropped 9 funds.
| Fund | Year-end value |
|---|---|
| AddedV anguard Target Retirement 2035 | $11.1M |
| AddedV anguard Target Retirement Income | $3.7M |
| DroppedPIMCO Total Return Fund A | $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.