Filings through .
Filed May 15, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,178 |
MARSH & MCLENNAN AGENCY LLC4 years Filed as: MMA SECURITIES LLC Service code 16 · EIN 22-3570392 | Consulting | $40,600 |
30 funds of $250K or more; 23 lines in all, holding $113M of the plan's $116M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $46.8M | 41.6% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $15.8M | 14.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.7M | 9.5% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $8.3M | 7.4% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.7M | 4.2% |
| Large Cap Growth Fund III Manager not matched · Collective trust | $3.1M | 2.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $2.9M | 2.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $2.7M | 2.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.6M | 2.3% |
| Vanguard Growth and Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.3M | 2.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.