Filings through .
Filed December 17, 1992
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,750 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,893 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,259 |
24 funds of $250K or more; 16 lines in all, holding $119M of the plan's $126M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $37.6M | 31.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.1M | 20.3% |
| Blue Chip Growth K6 Fund Manager not matched · Mutual fund | $14.4M | 12.1% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.3M | 9.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.1M | 4.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $5.1M | 4.3% |
| Invesco Stable Value Trust A1 Invesco · Stable value Stable value | $4.4M | 3.7% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $3.5M | 2.9% |
| Spartan International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 2.8% |
| Small Cap Growth K6 Fund Manager not matched · Mutual fund | $2.5M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.