Filings through .
Filed June 5, 2006
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 37 · EIN 04-2647786 | Loan Processing | $54,704 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $15,651 |
29 funds of $250K or more; 22 lines in all, holding $138M of the plan's $148M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $99.5M | 72.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.8M | 8.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.8M | 4.2% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3.7M | 2.6% |
| Galliard Stable Return Fund Allspring · Mutual fund | $2.3M | 1.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.2M | 1.6% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $1.6M | 1.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 1.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 0.9% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.3M | 0.9% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2030 Fund to American Funds 2030 Target Date Retirement Fund Class R-1 | $83.8M to $99.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 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.