Filings through .
Filed February 15, 1999
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE WEISS GROUP, INC.11+ years Service code 12 400 SKOKIE BLVD · NORTHBROOK, IL 60062 | Recordkeeping fees; Recordkeeping and... | $72,773 |
LPL FINANCIAL9 years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $38,922 |
CITRIN1 year Service code 10 455 NORTH CITYFRONT PLAZA DRIVE · CHICAGO, IL 60611 | Accounting | $26,000 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 152224236 | Securities Custodian | $0 |
7 funds of $250K or more; 17 lines in all, holding $8.0M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Reliance Trust Company Stable Value Fund Manager not matched · Insurance contract | $2.6M | 33.0% |
| Mid Atlantic Trust Manager not matched · Other | $1.4M | 17.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.1M | 13.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $639K | 8.0% |
| American Balanced Fund Capital Group · Mutual fund | $612K | 7.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $553K | 6.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $263K | 3.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $227K | 2.8% |
| American Funds International Vantage Fund Capital Group · Mutual fund | $95K | 1.2% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $87K | 1.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedParticipant-directed 401(k) investments: (continued) Common collective trust fund: Reliance Trust | $3.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.