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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO,. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $5,124 |
Filed as: FIDELITY INV INST OPER CO, LLC Service code 60 | Sub-TA Fees | $0 |
14 funds hold $1.1M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 9 vintages | $867K | 80.2% |
| Vanguard Ftse Social Index Fund Institutional Shares Vanguard · Mutual fund Index | $76K | 7.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $53K | 4.9% |
| Pgim Total Return Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $17K | 1.6% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $16K | 1.5% |
| Fidelity Management Trust Company Harbor Capital · Collective trust | $15K | 1.4% |
| John Hancock Funds Disciplined Value Fund Class R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10K | 0.9% |
| Artisan Sustainable Emerging Markets Fund Artisan Partners · Mutual fund | $8K | 0.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $6K | 0.6% |
| SSgA Global All Cap Equity Ex-Us Index K State Street (SSgA) · Collective trust Index | $6K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.