Filings through .
Filed May 15, 1997
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 |
|---|---|---|
Service code 27 · EIN 34-1803756 | Advisory (Plan) | $25,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,011 |
6 funds of $250K or more; 16 lines in all, holding $6.1M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| DFA U.S. Core Equity II Fund Instl Dimensional · Mutual fund | $1.4M | 23.5% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $1.1M | 17.7% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.0M | 16.4% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $658K | 10.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $607K | 9.9% |
| DFA Short-Duration Real Return Portfolio Institutional Class Dimensional · Mutual fund | $302K | 4.9% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $218K | 3.5% |
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $202K | 3.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $174K | 2.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $137K | 2.2% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.