Filings through .
Filed October 18, 2004 (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 | $47,201 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,595 |
20 funds of $250K or more; 16 lines in all, holding $32.8M of the plan's $35.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $13.8M | 41.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.4M | 19.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 10.4% |
| Money Market Janus Henderson Enterprise Fund Class Janus Henderson · Money market | $2.2M | 6.8% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $1.5M | 4.6% |
| CIT Tier 1 Arrowstreet International Equity Arrowstreet Capital · Collective trust | $1.4M | 4.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $888K | 2.7% |
| Advisors Core Equity Portfolio Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $869K | 2.6% |
| Vanguard Funds Cash Reserves Fed Vanguard · Money market | $780K | 2.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $551K | 1.7% |
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.