Filings through .
Filed January 24, 2011 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $107,767 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,584 |
23 funds of $250K or more; 16 lines in all, holding $52.6M of the plan's $52.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $37.9M | 72.1% |
| Spartan 500 Index Fund - Fidelity Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.2M | 11.7% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.0M | 3.8% |
| Spartan International Index Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.1% |
| Spartan Extended Market Index Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $868K | 1.7% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $773K | 1.5% |
| Fidelity Freedom Index Retirement Fund - Premier Class Mutual Fund Franklin Templeton · Mutual fund Index | $528K | 1.0% |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes · Collective trust | $502K | 1.0% |
| Spartan US Bond Index - Fidelity Advantage Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $467K | 0.9% |
| Baird Asset Management Baird Core Plus Bond Fund Baird · Mutual fund | $465K | 0.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom Index Retirement Fund - Premier Class Mutual Fund | $528K |
| DroppedVictory Capital Management Sycamore Small Company OpportuniMutual Fund | $295K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.