Filings through .
Filed April 9, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $12,751 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
29 funds of $250K or more; 21 lines in all, holding $93.3M of the plan's $94.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $37.7M | 40.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.5M | 13.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 9.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.2M | 6.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4.6M | 4.9% |
| Great Gray CIT III for MetLife GAC Manager not matched · Collective trust | $3.0M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 2.5% |
| Franklin Small Cap Growth Advisor Fund Franklin Templeton · Mutual fund | $2.1M | 2.2% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.