Filings through .
Filed August 10, 2005
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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC10+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $100,071 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,251 |
27 funds of $250K or more; 19 lines in all, holding $56.5M of the plan's $49.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $31.7M | 56.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.5M | 16.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $3.6M | 6.5% |
| PIMCO Stable Inc 3 PIMCO (Allianz) · Stable value Stable value | $1.6M | 2.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.3M | 2.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.8% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $962K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $956K | 1.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $697K | 1.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.