Filings through .
Filed December 30, 1992
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC11+ years Service code 55 · EIN 13-2638166 | Other Commissions | $58,583 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
24 funds of $250K or more; 34 lines in all, holding $21.5M of the plan's $22.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.6M | 26.2% |
| Fidelity Advisor New Insights T Fidelity (FMR) · Mutual fund Possible retail class TRecordkeeper's own fund | $2.5M | 11.4% |
| I O Main Street A Manager not matched · Mutual fund Possible retail class A | $2.3M | 10.8% |
| Fidelity Advisor Short-Term Bond A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.1M | 5.2% |
| Fidelity Advisor Small Cap Growth T Fidelity (FMR) · Mutual fund Possible retail class TRecordkeeper's own fund | $909K | 4.2% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $822K | 3.8% |
| Htfd Core Equity R4 Manager not matched · Mutual fund | $804K | 3.7% |
| Janus Henderson Enterprise Fund Class S Janus Henderson · Mutual fund | $757K | 3.5% |
| Col Sel Mid CP VL A Manager not matched · Mutual fund Possible retail class A | $677K | 3.1% |
| Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A | $639K | 3.0% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Advisor Short-Term Bond A | $1.1M |
| DroppedFidelity Advisor Short Fixed Income T | $1.1M |
| DroppedAS Spl SM Cap Val | $266K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.