Filings through .
Filed November 29, 2016
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,054 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,608 |
LUTZ & COMPANY, PC4 years Service code 10 · EIN 47-0625816 | Accounting | $16,000 |
13 funds of $250K or more; 20 lines in all, holding $18.7M of the plan's $19.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $13.4M | 72.1% |
| Description Current Fidelity Management Trust Company Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.6M | 19.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $508K | 2.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $293K | 1.6% |
| Fidelity Advisor Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $187K | 1.0% |
| Fidelity Advisor Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $132K | 0.7% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $87K | 0.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $83K | 0.4% |
| Transportation Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $51K | 0.3% |
| Fidelity Advisor International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $43K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.