Filings through .
Filed January 15, 2008
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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2 funds of $250K or more; 3 lines in all, holding $2.2M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collateral, Par, Maturity Value Cost Value Mutual funds: Baird Baird · Mutual fund | $1.3M | 57.4% |
| Fidelity Interim Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $930K | 41.5% |
| Money Market Fund Vanguard Vanguard · Money market | $25K | 1.1% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedBaird Core Plus Bond Fund Institutional | $1.3M |
| AddedCollateral, Par, Maturity Value Cost Value Mutual funds: Baird | $1.3M |
| DroppedPIMCO Long-Term Credit Bond Fund Institutional | $1.1M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Tricia Meysenburg, FSA Cbiz Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.