Filings through .
Filed January 29, 2005
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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $79,447 |
24 funds of $250K or more; 21 lines in all, holding $32.2M of the plan's $32.3M. From the 2025 filing. Recordkeeper: Associated Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Balanced Lifestage Fund Manager not matched · Collective trust | $3.9M | 12.1% |
| Vanguard 500 Index FD SIG SHS Fund Vanguard · Mutual fund Index | $3.9M | 12.0% |
| Growth Lifestage Fund Manager not matched · Mutual fund | $3.6M | 11.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.7M | 8.3% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $2.6M | 8.1% |
| Core Bond Fund Manager not matched · Mutual fund | $2.5M | 7.9% |
| Growth Balanced Lifestage Fund Manager not matched · Mutual fund | $2.3M | 7.2% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.9M | 5.9% |
| Money Markey Fund Associated Trust Company Manager not matched · Money market | $1.6M | 5.0% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $1.4M | 4.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.