Filings through .
Filed December 31, 1992
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $78,420 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 · EIN 33-0818667 | Investment Management | $25,000 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION11+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
16 funds of $250K or more; 19 lines in all, holding $22.8M of the plan's $23.3M. From the 2025 filing. Recordkeeper: MetLife.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $18.3M | 80.3% |
| BYN Mellon S&P 500 Index BNY · Mutual fund Index | $915K | 4.0% |
| Total Fully Benefit-Responsive Investment Contracts Manager not matched · Insurance contract | $604K | 2.7% |
| Standard Stable Asset Fund StanCorp (Meiji Yasuda) · Insurance contract | $535K | 2.3% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $451K | 2.0% |
| Pioneer Fundamental Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $417K | 1.8% |
| Eaton Vance Atlanta Capital Smid-Cap A Morgan Stanley · Other | $259K | 1.1% |
| John Hancock Disciplined Value Mid Cap Fund Class I John Hancock (Manulife) · Mutual fund | $216K | 0.9% |
| T. Rowe Price Overseas Shares T. Rowe Price · Mutual fund | $200K | 0.9% |
| BYN Mellon Midcap Index BNY · Mutual fund Index | $194K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Fundamental Growth Fund: Class A | $417K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.