Filings through .
Filed March 29, 2011
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: ROBERT W. BAIRD & CO., INC. Service code 55 · EIN 39-6037917 | Other Commissions | $100,048 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,861 |
12 funds hold $18.5M of the plan's $18.5M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $17.2M | 92.9% |
| Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class I Fidelity (FMR) · Mutual fund | $286K | 1.5% |
| American Cap Income Builder R6 Manager not matched · Mutual fund | $285K | 1.5% |
| John Hancock Stable Value Fund R6 John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $279K | 1.5% |
| Invesco Equal Wght S&P500 Y Invesco · Mutual fund | $139K | 0.7% |
| e) Money Market Fund JPMorgan US Govt MMkt Cap Cl JPMorgan · Money market | $108K | 0.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $90K | 0.5% |
| AB Large Cap Growth I AllianceBernstein · Other | $41K | 0.2% |
| Lord Abbett High Yield Fund Class R4 Lord Abbett · Mutual fund | $40K | 0.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $39K | 0.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.