Filings through .
Filed June 3, 2003
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 13 · EIN 42-0127290 | Contract Administrator | $33,058 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $11,845 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 25 lines in all, holding $7.6M of the plan's $8.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.8M | 23.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 4 vintages | $1.1M | 14.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $472K | 6.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $421K | 5.5% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $354K | 4.7% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $313K | 4.1% |
| MFS Mass Inv Growth Stk R6 Fd MFS (Sun Life) · Mutual fund | $295K | 3.9% |
| Bnym Global Fixed-Income Y Fd BNY · Mutual fund | $268K | 3.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $267K | 3.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $266K | 3.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.