Filings through .
Filed February 5, 2010 (most recent of 2 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 |
|---|---|---|
SEE ATTACHMENT 111+ years Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$77,747 |
29 funds of $250K or more; 20 lines in all, holding $222M of the plan's $226M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $141M | 63.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $26.4M | 11.9% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $19.2M | 8.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $4.5M | 2.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 1.9% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market Recordkeeper's own fund | $4.1M | 1.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.6M | 1.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $3.3M | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 0.9% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighTCW Metwest Total Return Bond Fund to Dodge & Cox Income Fund Class X | $3.5M to $3.3M |
| Droppedpar, or maturity value Cost Value Mutual Funds | $1.3M |
| AddedMid Cap Growth Fund | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.