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.
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 |
|---|---|---|
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% |
|---|---|---|
| Growth Stock Fund Manager not matched · Mutual fund | $10.9M | 19.4% |
| Alliance Bernstein Relative Value Fund 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 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 Manager not matched · 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 Victory Capital · Mutual fund | $1.8M | 3.3% |
Covers 60,908 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.