Filings through .
Filed April 24, 1
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 | $61,434 |
12 funds hold $30.9M of the plan's $32.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.8M | 18.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 15.0% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $3.9M | 12.5% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund | $3.6M | 11.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.0M | 9.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 6.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.7M | 5.6% |
| Common/Collective Trust SEI Trust Company Allspring · Collective trust | $1.5M | 4.8% |
| JP Morgan MidCpValue L fund JPMorgan · Mutual fund | $1.5M | 4.7% |
Covers 60,908 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.