Filings through .
Filed September 29, 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 |
|---|---|---|
Service code 15 · EIN 46-5378846 | Recordkeeping | $58,108 |
STRATEGIC WEALTH PARTNERS6+ years Filed as: STRATEGIC WEALTH PARTNERS LLC Service code 27 520 LAKE COOK RD # 270 · DEERFIELD, IL 60015 | Advisory (Plan) | $29,533 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,738 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
23 funds of $250K or more; 20 lines in all, holding $57.2M of the plan's $59.5M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $16.3M | 28.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.0M | 19.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.0M | 12.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 8.6% |
| Eupac Fund Capital Group · Mutual fund | $2.2M | 3.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 3.7% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $2.0M | 3.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.