Filings through .
Filed June 15, 1995
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,178 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,568 |
27 funds of $250K or more; 19 lines in all, holding $74.8M of the plan's $75.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $28.4M | 38.0% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.0M | 16.1% |
| Fidelity OTC K6 Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.3M | 13.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.6M | 10.2% |
| Western Asset Core Bond Fund Class I Franklin Templeton · Mutual fund | $3.3M | 4.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2.7M | 3.6% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $1.8M | 2.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.5M | 1.9% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $1.3M | 1.8% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $1.2M | 1.6% |
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.
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.