Filings through .
Filed December 14, 2015
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 |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $21,885 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,262 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $7,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,067 |
16 funds of $250K or more; 13 lines in all, holding $23.1M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 15 vintagesRecordkeeper's own fund | $7.9M | 34.2% |
| FID Blue Chip GR K Fidelity (FMR) · Other Recordkeeper's own fund | $6.6M | 28.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 18.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $1.4M | 6.0% |
| Ol1g WM Blr Intl Ldrs R6 Manager not matched · Mutual fund | $722K | 3.1% |
| Principal Fixed Account Principal · Insurance contract | $582K | 2.5% |
| Oq5e Dodge & Cox Stock X Dodge & Cox · Mutual fund | $477K | 2.1% |
| FID GLB EX US IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $383K | 1.7% |
| FID SM CAP Discovery Fidelity (FMR) · Other Recordkeeper's own fund | $284K | 1.2% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $267K | 1.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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.