Filings through .
Filed September 30, 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $164,603 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,396 |
28 funds of $250K or more; 18 lines in all, holding $146M of the plan's $149M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Schwab Managed Retirement, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Managed Retirement Charles Schwab · Collective trust Target-date, 12 vintages | $62.9M | 43.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $29.5M | 20.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $11.7M | 8.0% |
| Galliard Stble Rtn C Allspring · Other | $9.8M | 6.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.8M | 6.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.5M | 3.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.5M | 3.1% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $3.1M | 2.1% |
| Oppenheimer International Growth I Invesco · Other | $2.6M | 1.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.9M | 1.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.