Filings through .
Filed December 30, 2003 (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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS9 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $43,163 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,849 |
16 funds of $250K or more; 32 lines in all, holding $20.5M of the plan's $25.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Goalpath 2040 Conservative Portfolio Manager not matched · Mutual fund | $3.3M | 15.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 14.0% |
| Goalpath 2050 Conservative Portfolio Manager not matched · Mutual fund | $1.9M | 9.2% |
| Goalpath 2040 Moderate Portfolio Manager not matched · Mutual fund | $1.5M | 7.4% |
| Federated Hermes MDT Large Cap Growth Fund Institutional Shares Federated Hermes · Mutual fund | $1.4M | 6.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.1M | 5.6% |
| Goalpath 2060 Conservative Portfolio Manager not matched · Mutual fund | $942K | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $834K | 4.1% |
| Goalpath 2020 Conservative Portfolio Manager not matched · Mutual fund | $774K | 3.8% |
| Goalpath 2040 Aggressive Portfolio Manager not matched · Mutual fund | $745K | 3.6% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Goalpath 2060 Conservative Portfolio | $710K |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $624K |
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.
The auditor signed off without reservation. This is the cleanest opinion.