Filings through .
Filed March 17, 1997
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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,534 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,725 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $34,791 |
YEO & YEO1 year Service code 16 · EIN 38-2706146 | Consulting | $28,510 |
24 funds of $250K or more; 16 lines in all, holding $73.7M of the plan's $89.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $25.6M | 34.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $17.1M | 23.3% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $5.4M | 7.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.7M | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.2M | 5.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.1M | 4.2% |
| MFS International Intrinsic Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.6M | 3.6% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $2.3M | 3.1% |
| Fiam Core Plus Pool; Class I Fidelity (FMR) · Other | $2.0M | 2.7% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $2.0M | 2.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.