Filings through .
Filed June 14, 2006
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 |
|---|---|---|
FIRST BANK & TRUST2 years Service code 15 · EIN 46-6085363 | Recordkeeping | $25,852 |
6 funds of $250K or more; 12 lines in all, holding $3.8M of the plan's $4.0M. From the 2024 filing. Recordkeeper: First Bank & Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.0M | 51.7% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $412K | 10.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $334K | 8.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $273K | 7.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $186K | 4.9% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $174K | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $165K | 4.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $113K | 3.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $94K | 2.5% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $68K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.