Filings through .
Filed October 18, 2004
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL INDEPENDENT ADVISORS Service code 15 · EIN 43-1273600 | Recordkeeping | $31,579 |
WADE STABLES P.C.4 years Service code 15 · EIN 43-1498457 | Recordkeeping | $6,250 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,661 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
13 funds of $250K or more; 23 lines in all, holding $13.4M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Stifel Nicolaus & CO.
Target-date series: T. Rowe Price Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $4.1M | 31.0% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.6M | 12.3% |
| State Street S&P 500 Index Fund Viii State Street (SSgA) · Collective trust Index | $1.6M | 12.2% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.4M | 10.7% |
| MFS Conservative Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.1M | 8.4% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $786K | 5.9% |
| T. Rowe Price Value Fund Advisor T. Rowe Price · Mutual fund | $708K | 5.3% |
| MFS Moderate Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $432K | 3.2% |
| Invesco Global Focus Fund Class R Invesco · Mutual fund | $373K | 2.8% |
| American Funds U.S. Government Money Market Fund Class R-1 Capital Group · Money market | $241K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.