Filings through .
Filed December 19, 2007
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 | $772 |
7 funds of $250K or more; 14 lines in all, holding $4.5M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $2.1M | 47.2% |
| BlackRoc k LifePath Index Retir BlackRock · Mutual fund Index | $690K | 15.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $470K | 10.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $386K | 8.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $183K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $146K | 3.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $134K | 3.0% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $107K | 2.4% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $77K | 1.7% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $63K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRoc k LifePath Index Retir | $690K |
| DroppedBlackrock Index Retirement Fd | $588K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.