Filings through .
Filed January 10, 2014
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. C0,. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $8,828 |
Filed as: FIDELITY INV INST OPER CO, LLC Service code 60 | Sub-TA Fees | $0 |
16 funds of $250K or more; 14 lines in all, holding $23.4M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 7 vintages | $13.7M | 58.6% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $2.4M | 10.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 8.9% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $1.8M | 7.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $667K | 2.9% |
| Vanguard Ftse Social Index Fund Institutional Shares Vanguard · Mutual fund Index | $611K | 2.6% |
| John Hancock Funds Disciplined Value Fund Class R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $582K | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $457K | 2.0% |
| William Blair Small-Mid Cap Core Fund Class R6 William Blair · Mutual fund | $349K | 1.5% |
| Fidelity Sustainable Emerging Markets Equity Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $311K | 1.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeState Street Target Retirement 2030 Fund to State Street Target Retirement 2030 Fund Class K | $13.6M to $13.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.