Filings through .
Filed March 24, 1999 (most recent of 4 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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,947 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
24 funds of $250K or more; 22 lines in all, holding $45.1M of the plan's $46.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $21.5M | 47.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.1M | 13.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $4.1M | 9.1% |
| T. Rowe Price U.S. Treasury Money Fund T. Rowe Price · Mutual fund | $2.8M | 6.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 2.9% |
| Fidelity Total International Idex Fidelity (FMR) · Mutual fund | $1.2M | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 2.6% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $945K | 2.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $937K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $747K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.