Filings through .
Filed May 21, 1996 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,777 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
29 funds of $250K or more; 21 lines in all, holding $99.6M of the plan's $101M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $33.0M | 33.1% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.9M | 12.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.8M | 11.9% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 4 vintagesRecordkeeper's own fund | $9.2M | 9.2% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.5M | 5.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.3M | 5.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $4.3M | 4.3% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 3.0% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.8M | 2.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $2.6M | 2.6% |
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock LifePath 2030 Fund | $33.0M |
| DroppedFidelity Dividend Growth Fund Class K | $2.8M |
| AddedJohn Hancock Disciplined Value M | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.