Filings through .
Filed January 1, 2012
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 |
|---|---|---|
WILSEY ASSET MANAGEMENT2 years Service code 27 · EIN 45-5139913 | Advisory (Plan) | $35,479 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,897 |
MEIHAUS CPA, PC2 years Filed as: MEIHAUS, CPA PC Service code 10 · EIN 88-0926982 | Accounting | $12,500 |
21 funds of $250K or more; 15 lines in all, holding $34.3M of the plan's $34.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $16.4M | 47.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 10.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.8M | 8.3% |
| Fidelity Advisor Technology Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 8.0% |
| Invesco Comstock Fund Invesco · Mutual fund | $2.7M | 8.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 7.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $727K | 2.1% |
| Energy Portfolio Fidelity Advisor Energy Fund: Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $565K | 1.6% |
| Fidelity Advisor Gold Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $334K | 1.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.