Filings through .
Filed March 5, 2007 (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 27 · EIN 83-1730027 | Advisory (Plan) | $21,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
13 funds of $250K or more; 17 lines in all, holding $9.3M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $5.1M | 54.6% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $761K | 8.2% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $696K | 7.5% |
| Great Gray Large Cap Growth Fund II Great Gray · Collective trust | $564K | 6.1% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $450K | 4.8% |
| Fidelity Advisor Strategic Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $310K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $290K | 3.1% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $285K | 3.1% |
| T. Rowe Price International Value Equity Fund T. Rowe Price · Mutual fund | $198K | 2.1% |
| Fidelity Advisor Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $166K | 1.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.