Filings through .
Filed May 15, 2013
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,536 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,906 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,683 |
14 funds of $250K or more; 17 lines in all, holding $28.4M of the plan's $29.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $19.8M | 69.9% |
| December 31, 2025 Lessor, or Similar Party Manager not matched · Other | $4.3M | 15.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $948K | 3.3% |
| JP Morgan Chase Mid Cap Value JPMorgan · Other | $291K | 1.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $251K | 0.9% |
| Artisan International Value Artisan Partners · Other | $218K | 0.8% |
| Principal Small Cap Value Fund Principal · Mutual fund | $212K | 0.7% |
| PIMCO Diversified Income e PIMCO (Allianz) · Mutual fund | $196K | 0.7% |
| Fidelity Managed Income Portfolio ial Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $163K | 0.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $2.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.