Filings through .
Filed December 26, 2013 (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: ALLIANCE PENSION CONSULANTS, LLC Service code 15 · EIN 36-4389114 | Recordkeeping | $83,095 |
ROTHSCHILD ASSET MANAGEMENT10+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $28,052 |
10 funds of $250K or more; 19 lines in all, holding $11.6M of the plan's $12.0M. From the 2025 filing. Recordkeeper: Alliance Pension Consultants.
Target-date series: Fidelity Freedom, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $7.9M | 67.5% |
| New Perspective Fund Capital Group · Mutual fund | $938K | 8.1% |
| Calvert Equity Fund Class A Morgan Stanley · Mutual fund Possible retail class A | $847K | 7.3% |
| Pgim Jennison Mid Cap Growth Z Fund Prudential (PGIM) · Mutual fund | $539K | 4.6% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $313K | 2.7% |
| Eupac Fund Capital Group · Mutual fund | $232K | 2.0% |
| Sit Dividend Growth Fund Sit Investment · Mutual fund | $218K | 1.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $193K | 1.7% |
| American Balanced Fund Capital Group · Mutual fund | $178K | 1.5% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $80K | 0.7% |
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.