Filings through .
Filed January 17, 2019 (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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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,568 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $30,118 |
UHY LLP10+ years Service code 10 · EIN 20-0694403 | Accounting | $18,195 |
Service code 27 · EIN 39-1230894 | Advisory (Plan) | $15,961 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,010 |
20 funds of $250K or more; 19 lines in all, holding $49.8M of the plan's $50.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $37.5M | 75.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 8.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 4.4% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.4M | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $921K | 1.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $678K | 1.4% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $627K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $610K | 1.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $443K | 0.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $429K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.