Filings through .
Filed May 31, 2016
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 |
|---|---|---|
TRUST POINT INC11+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $31,364 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $19 |
16 funds of $250K or more; 25 lines in all, holding $20.0M of the plan's $20.4M. From the 2024 filing. Recordkeeper: Trust Point.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $7.3M | 36.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 9.7% |
| Money Market Portfolio Institutional Class Fidelity (FMR) · Money market | $1.4M | 7.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.3M | 6.4% |
| Baird Short-Term Bond Fund Baird · Mutual fund | $1.2M | 6.2% |
| Glenmede Secured Options I Manager not matched · Mutual fund | $916K | 4.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $884K | 4.4% |
| Eupac Fund Capital Group · Mutual fund | $776K | 3.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $624K | 3.1% |
| Natixis Oakmark International Fund Natixis IM · Mutual fund | $562K | 2.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.