Filings through .
Filed January 5, 2000
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 |
|---|---|---|
WARADY & DAVIS LLP1 year Service code 10 1717 DEERFIELD RD · DEERFIELD, IL 60015 | Accounting | $13,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,850 |
22 funds of $250K or more; 19 lines in all, holding $56.4M of the plan's $62.2M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: Vanguard Target Retirement, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $10.9M | 19.4% |
| AB Relative Value Fund, Inc. AllianceBernstein · Mutual fund | $9.0M | 16.0% |
| Voya Intermediate Bond Fund Class A Voya · Mutual fund Possible retail class A | $6.2M | 10.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund | $5.5M | 9.8% |
| Goldman Sachs GQC Partners International Opportunities Fund Goldman Sachs · Mutual fund | $3.8M | 6.8% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.9M | 5.1% |
| T. Rowe Price International Value Equity Fund T. Rowe Price · Mutual fund | $2.8M | 5.0% |
| Global Fund First Eagle · Mutual fund | $2.8M | 4.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.3M | 4.1% |
| Pioneer Select Mid Cap Growth Fund Victory Capital · Mutual fund | $1.8M | 3.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.