Filings through .
Filed January 17, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 28 · EIN 11-3658445 | Investment Management | $65,351 |
Filed as: OXFORD FINANCIAL GROUP LTD., LLC Service code 28 · EIN 35-1588335 | Investment Management | $43,305 |
BAXTER STREET FUND, L.P.1 year Service code 28 · EIN 45-3265082 | Investment Management | $9,270 |
31 funds of $250K or more; 39 lines in all, holding $18.8M of the plan's $92.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Mrkt Index Insl Plus Vanguard · Mutual fund Index | $2.9M | 15.5% |
| Vanguard Growth ETF Vanguard · ETF | $1.6M | 8.3% |
| Blue Owl Credit Inc Corp Manager not matched · Other | $999K | 5.3% |
| JPMorgan Core Bond Fund (1) JPMorgan · Mutual fund | $841K | 4.5% |
| Vanguard Value ETF Index Vanguard · ETF Index | $831K | 4.4% |
| Dodge & Cox Income Fund (1) Dodge & Cox · Mutual fund | $747K | 4.0% |
| Ares Pmf - Class I Ares · Other | $701K | 3.7% |
| Stepston E - Spring Manager not matched · Other | $580K | 3.1% |
| Schonfeld Fundamental EF LTD Manager not matched · Other | $552K | 2.9% |
| Blackstone Bcred Blackstone · Other | $509K | 2.7% |
Added 9 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Core Bond Fund (1) | $841K |
| AddedArga International Value Fund Institutional Shares | $468K |
| AddedGMO Alternative Allocation FD 1 | $437K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.