Filings through .
Filed May 13, 2008 (most recent of 3 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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23 funds of $250K or more; 19 lines in all, holding $33.5M of the plan's $33.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $11.1M | 33.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 18.5% |
| BlackRock LP Index 2060 K BlackRock · Mutual fund Index | $2.1M | 6.4% |
| Growth Fund I Class American Century · Mutual fund | $2.1M | 6.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.6% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.3M | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 3.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.2% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.0M | 3.0% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $905K | 2.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.